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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 | $67,560 | $52,279+29.2% | $89,414-24.4% | $79,852-15.4% |
| Participation rate | 25.7% | 57.5%-31.8pp | 68.0%-42.3pp | 69.6%-43.9pp |
| Annual return | -4.02% | 22.16%-26.2pp | 245.50%-249.5pp | 31.72%-35.7pp |
| Employer contribution / active EE | $724 | $1,572-53.9% | $2,586-72.0% | $2,471-70.7% |
| Participant deferral / active EE | $851 | $2,740-69.0% | $3,890-78.1% | $3,740-77.3% |
| Admin fee / account holder | $414 | $3,356-87.7% | $4,883-91.5% | $5,306-92.2% |