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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 | $134,788 | $95,915+40.5% | $79,580+69.4% | $134,532+0.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -21.11% | -2.71%-18.4pp | 0.15%-21.3pp | 418.27%-439.4pp |
| Employer contribution / active EE | $1,615 | $3,129-48.4% | $2,413-33.1% | $4,741-65.9% |
| Participant deferral / active EE | $9,216 | $4,693+96.4% | $3,985+131.2% | $6,401+44.0% |
| Admin fee / account holder | $707 | $9,132-92.3% | $6,835-89.7% | $11,429-93.8% |