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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 | $78,560 | $94,529-16.9% | $140,019-43.9% | $64,173+22.4% |
| Participation rate | 43.6% | 84.1%-40.5pp | 87.5%-43.9pp | 69.6%-26.0pp |
| Annual return | -7.51% | 7.77%-15.3pp | 651.17%-658.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,877 | $3,812-50.8% | $5,605-66.5% | $2,381-21.2% |
| Participant deferral / active EE | $2,946 | $5,250-43.9% | $6,927-57.5% | $3,470-15.1% |
| Admin fee / account holder | $428 | $6,741-93.7% | $10,705-96.0% | $4,887-91.3% |