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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 | $99,076 | $69,012+43.6% | $160,009-38.1% | $68,486+44.7% |
| Participation rate | 38.0% | 65.4%-27.4pp | 78.0%-40.0pp | 67.9%-29.9pp |
| Annual return | -19.57% | -9.65%-9.9pp | 408.85%-428.4pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,149 | $2,212-48.1% | $4,225-72.8% | $2,597-55.8% |
| Participant deferral / active EE | $3,922 | $4,212-6.9% | $6,183-36.6% | $4,028-2.6% |
| Admin fee / account holder | $1,999 | $4,798-58.3% | $8,715-77.1% | $5,404-63.0% |