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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 | $28,152 | $44,850-37.2% | $60,547-53.5% | $59,633-52.8% |
| Participation rate | 64.7% | 59.5%+5.2pp | 68.0%-3.3pp | 68.7%-4.0pp |
| Annual return | -6.70% | 1074.14%-1080.8pp | 335.64%-342.3pp | 2041.45%-2048.1pp |
| Employer contribution / active EE | $1,429 | $1,462-2.3% | $2,419-40.9% | $2,203-35.1% |
| Participant deferral / active EE | $2,303 | $2,230+3.3% | $3,328-30.8% | $3,192-27.9% |
| Admin fee / account holder | $1,873 | $3,635-48.5% | $4,536-58.7% | $4,297-56.4% |