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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 | $65,314 | $47,977+36.1% | $154,108-57.6% | $56,289+16.0% |
| Participation rate | 58.5% | 66.2%-7.7pp | 83.0%-24.5pp | 69.9%-11.4pp |
| Annual return | -6.96% | 3.54%-10.5pp | 735.21%-742.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,625 | $2,169-25.0% | $5,298-69.3% | $2,111-23.0% |
| Participant deferral / active EE | $4,098 | $2,392+71.3% | $5,081-19.3% | $3,350+22.3% |
| Admin fee / account holder | $4,554 | $438+939.2% | $13,411-66.0% | $521+774.1% |