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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 | $37,094 | $39,245-5.5% | $64,105-42.1% | $52,331-29.1% |
| Participation rate | 69.0% | 58.2%+10.8pp | 68.2%+0.9pp | 68.1%+0.9pp |
| Annual return | -14.05% | 14.79%-28.8pp | 791.24%-805.3pp | 4.54%-18.6pp |
| Employer contribution / active EE | $1,091 | $736+48.2% | $1,820-40.1% | $1,882-42.0% |
| Participant deferral / active EE | $4,378 | $1,992+119.8% | $2,822+55.2% | $3,022+44.9% |
| Admin fee / account holder | $1,108 | $592+87.1% | $4,499-75.4% | $592+87.4% |