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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 | $50,694 | $94,529-46.4% | $140,019-63.8% | $64,173-21.0% |
| Participation rate | 67.3% | 84.1%-16.8pp | 87.5%-20.2pp | 69.6%-2.3pp |
| Annual return | -9.75% | 7.77%-17.5pp | 651.17%-660.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,740 | $3,812-54.3% | $5,605-69.0% | $2,381-26.9% |
| Participant deferral / active EE | $4,567 | $5,250-13.0% | $6,927-34.1% | $3,470+31.6% |
| Admin fee / account holder | $3,078 | $6,741-54.3% | $10,705-71.2% | $4,887-37.0% |