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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 | $90,868 | $27,632+228.9% | $61,452+47.9% | $68,486+32.7% |
| Participation rate | 55.0% | 39.5%+15.5pp | 52.6%+2.4pp | 67.9%-12.9pp |
| Annual return | -26.80% | -13.24%-13.6pp | 338.96%-365.8pp | -7.85%-18.9pp |
| Employer contribution / active EE | $1,189 | $696+70.9% | $1,160+2.5% | $2,597-54.2% |
| Participant deferral / active EE | $3,666 | $1,264+190.1% | $2,125+72.5% | $4,028-9.0% |
| Admin fee / account holder | $2,085 | $2,010+3.7% | $2,131-2.2% | $5,404-61.4% |