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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 | $40,775 | $27,632+47.6% | $61,452-33.6% | $68,486-40.5% |
| Participation rate | 20.9% | 39.5%-18.6pp | 52.6%-31.7pp | 67.9%-47.0pp |
| Annual return | -22.77% | -13.24%-9.5pp | 338.96%-361.7pp | -7.85%-14.9pp |
| Employer contribution / active EE | $523 | $696-24.9% | $1,160-54.9% | $2,597-79.9% |
| Participant deferral / active EE | $1,504 | $1,264+19.0% | $2,125-29.2% | $4,028-62.7% |
| Admin fee / account holder | $4,196 | $2,010+108.7% | $2,131+96.9% | $5,404-22.4% |