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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 | $58,255 | $69,118-15.7% | $53,647+8.6% | $138,895-58.1% |
| Participation rate | 33.3% | 64.0%-30.6pp | 56.3%-22.9pp | 79.9%-46.6pp |
| Annual return | -3.99% | 248.26%-252.3pp | 358.33%-362.3pp | 145.39%-149.4pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,974 | $2,274+30.8% | $1,813+64.0% | $6,396-53.5% |
| Admin fee / account holder | $9,588 | $2,724+252.0% | $2,460+289.8% | $12,562-23.7% |