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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 | $78,635 | $55,449+41.8% | $83,831-6.2% | $56,289+39.7% |
| Participation rate | 41.1% | 68.0%-26.9pp | 76.1%-35.1pp | 69.9%-28.8pp |
| Annual return | -8.63% | -1.38%-7.2pp | 850.99%-859.6pp | -9.96%+1.3pp |
| Employer contribution / active EE | $1,353 | $2,430-44.3% | $3,631-62.7% | $2,111-35.9% |
| Participant deferral / active EE | $2,632 | $2,935-10.3% | $4,082-35.5% | $3,350-21.4% |
| Admin fee / account holder | $1,623 | $656+147.5% | $5,479-70.4% | $521+211.6% |