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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 | $44,700 | $67,372-33.7% | $60,906-26.6% | $134,532-66.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.1%-13.1pp | 81.2%-21.2pp |
| Annual return | -20.46% | 50.05%-70.5pp | 16.94%-37.4pp | 418.27%-438.7pp |
| Employer contribution / active EE | $884 | $3,099-71.5% | $2,703-67.3% | $4,741-81.4% |
| Participant deferral / active EE | $8,946 | $4,532+97.4% | $3,814+134.6% | $6,401+39.8% |
| Admin fee / account holder | $650 | $4,588-85.8% | $3,227-79.9% | $11,429-94.3% |