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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 | $78,657 | $57,352+37.1% | $83,831-6.2% | $64,173+22.6% |
| Participation rate | 32.7% | 68.6%-35.9pp | 76.1%-43.5pp | 69.6%-36.9pp |
| Annual return | -10.09% | 11.38%-21.5pp | 850.99%-861.1pp | 7.63%-17.7pp |
| Employer contribution / active EE | $1,556 | $2,546-38.9% | $3,631-57.1% | $2,381-34.6% |
| Participant deferral / active EE | $3,923 | $2,993+31.1% | $4,082-3.9% | $3,470+13.1% |
| Admin fee / account holder | $1,024 | $4,046-74.7% | $5,479-81.3% | $4,887-79.0% |