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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 | $96,152 | $91,911+4.6% | $68,612+40.1% | $135,379-29.0% |
| Participation rate | 47.4% | 76.7%-29.4pp | 72.2%-24.9pp | 82.6%-35.3pp |
| Annual return | -10.04% | -8.22%-1.8pp | -4.63%-5.4pp | 519.79%-529.8pp |
| Employer contribution / active EE | $869 | $3,924-77.8% | $2,625-66.9% | $4,779-81.8% |
| Participant deferral / active EE | $2,527 | $4,315-41.4% | $3,311-23.7% | $5,609-55.0% |
| Admin fee / account holder | $439 | $9,240-95.2% | $5,131-91.4% | $10,828-95.9% |