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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 | $63,438 | $32,117+97.5% | $71,086-10.8% | $64,173-1.1% |
| Participation rate | 52.0% | 42.7%+9.3pp | 54.7%-2.7pp | 69.6%-17.6pp |
| Annual return | -16.02% | -5.57%-10.4pp | 650.59%-666.6pp | 7.63%-23.7pp |
| Employer contribution / active EE | $2,436 | $712+242.1% | $1,088+124.0% | $2,381+2.3% |
| Participant deferral / active EE | $2,825 | $1,263+123.7% | $1,874+50.7% | $3,470-18.6% |
| Admin fee / account holder | $8,193 | $2,759+196.9% | $3,082+165.8% | $4,887+67.6% |