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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 | $89,017 | $131,835-32.5% | $108,582-18.0% | $273,972-67.5% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.6%-39.6pp | 83.0%-43.0pp |
| Annual return | -0.06% | -91.57%+91.5pp | -51.70%+51.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,299 | $4,913-73.6% | $3,758-65.4% | $4,869-73.3% |
| Participant deferral / active EE | $3,632 | $5,127-29.2% | $4,311-15.8% | $5,287-31.3% |
| Admin fee / account holder | $49,538 | $10,253+383.2% | $7,645+548.0% | $10,133+388.9% |