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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 | $46,896 | $45,566+2.9% | $64,105-26.8% | $59,633-21.4% |
| Participation rate | 63.2% | 60.2%+3.0pp | 68.2%-5.0pp | 68.7%-5.5pp |
| Annual return | -9.29% | 4.95%-14.2pp | 791.24%-800.5pp | 2041.45%-2050.7pp |
| Employer contribution / active EE | $687 | $934-26.4% | $1,820-62.2% | $2,203-68.8% |
| Participant deferral / active EE | $5,776 | $2,057+180.8% | $2,822+104.7% | $3,192+81.0% |
| Admin fee / account holder | $6,510 | $3,268+99.2% | $4,499+44.7% | $4,297+51.5% |