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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 | $57,819 | $49,177+17.6% | $79,466-27.2% | $64,173-9.9% |
| Participation rate | 48.8% | 65.0%-16.2pp | 73.3%-24.6pp | 69.6%-20.8pp |
| Annual return | -10.32% | -1.16%-9.2pp | 718.28%-728.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $331 | $2,076-84.1% | $2,800-88.2% | $2,381-86.1% |
| Participant deferral / active EE | $2,093 | $2,821-25.8% | $3,704-43.5% | $3,470-39.7% |
| Admin fee / account holder | $2,484 | $3,839-35.3% | $5,104-51.3% | $4,887-49.2% |