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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 | $80,749 | $154,209-47.6% | $130,062-37.9% | $139,487-42.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 9.40% | 32.52%-23.1pp | -137.37%+146.8pp | 373.84%-364.4pp |
| Employer contribution / active EE | $1,447 | $5,292-72.7% | $4,322-66.5% | $4,755-69.6% |
| Participant deferral / active EE | $2,933 | $6,709-56.3% | $5,821-49.6% | $6,713-56.3% |
| Admin fee / account holder | $44,562 | $13,988+218.6% | $10,601+320.4% | $11,407+290.6% |