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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 | $90,944 | $69,012+31.8% | $160,037-43.2% | $68,490+32.8% |
| Participation rate | 62.3% | 65.4%-3.1pp | 78.0%-15.7pp | 67.9%-5.6pp |
| Annual return | -20.00% | -9.65%-10.3pp | 408.95%-429.0pp | -7.85%-12.1pp |
| Employer contribution / active EE | $718 | $2,212-67.6% | $4,226-83.0% | $2,597-72.4% |
| Participant deferral / active EE | $3,075 | $4,212-27.0% | $6,184-50.3% | $4,028-23.6% |
| Admin fee / account holder | $719 | $4,798-85.0% | $8,716-91.8% | $5,403-86.7% |