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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,581 | $29,716+66.9% | $56,077-11.6% | $80,925-38.7% |
| Participation rate | 54.3% | 41.7%+12.6pp | 52.5%+1.8pp | 67.7%-13.4pp |
| Annual return | -16.43% | 35.30%-51.7pp | 1709.28%-1725.7pp | 35.65%-52.1pp |
| Employer contribution / active EE | $1,227 | $671+82.9% | $1,040+18.0% | $2,756-55.5% |
| Participant deferral / active EE | $2,787 | $1,228+126.8% | $1,954+42.6% | $4,299-35.2% |
| Admin fee / account holder | $4,547 | $2,432+87.0% | $2,825+61.0% | $6,940-34.5% |