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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 | $66,229 | $57,352+15.5% | $83,830-21.0% | $64,173+3.2% |
| Participation rate | 31.4% | 68.6%-37.2pp | 76.1%-44.7pp | 69.6%-38.1pp |
| Annual return | -9.28% | 11.38%-20.7pp | 850.97%-860.3pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,102 | $2,546-56.7% | $3,631-69.7% | $2,381-53.7% |
| Participant deferral / active EE | $1,820 | $2,993-39.2% | $4,082-55.4% | $3,470-47.5% |
| Admin fee / account holder | $695 | $4,046-82.8% | $5,479-87.3% | $4,887-85.8% |