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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 | $67,500 | $75,832-11.0% | $147,618-54.3% | $59,633+13.2% |
| Participation rate | 31.8% | 71.6%-39.7pp | 84.6%-52.8pp | 68.7%-36.9pp |
| Annual return | -4.22% | 0.37%-4.6pp | 61.98%-66.2pp | 2041.40%-2045.6pp |
| Employer contribution / active EE | $678 | $3,485-80.6% | $5,565-87.8% | $2,203-69.2% |
| Participant deferral / active EE | $1,376 | $3,131-56.0% | $4,895-71.9% | $3,192-56.9% |
| Admin fee / account holder | $505 | $5,986-91.6% | $11,612-95.6% | $4,297-88.2% |