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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 | $54,780 | $27,632+98.3% | $61,452-10.9% | $68,486-20.0% |
| Participation rate | 12.1% | 39.5%-27.4pp | 52.6%-40.5pp | 67.9%-55.8pp |
| Annual return | -21.25% | -13.24%-8.0pp | 338.96%-360.2pp | -7.85%-13.4pp |
| Employer contribution / active EE | $320 | $696-54.0% | $1,160-72.4% | $2,597-87.7% |
| Participant deferral / active EE | $723 | $1,264-42.8% | $2,125-66.0% | $4,028-82.1% |
| Admin fee / account holder | $2,187 | $2,010+8.8% | $2,131+2.6% | $5,404-59.5% |