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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 | $89,092 | $72,404+23.0% | $110,243-19.2% | $64,173+38.8% |
| Participation rate | 48.2% | 73.3%-25.1pp | 79.8%-31.6pp | 69.6%-21.4pp |
| Annual return | -7.70% | -6.29%-1.4pp | 314.76%-322.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,131 | $2,282-50.4% | $3,827-70.4% | $2,381-52.5% |
| Participant deferral / active EE | $3,263 | $3,469-5.9% | $4,672-30.2% | $3,470-5.9% |
| Admin fee / account holder | $3,646 | $5,664-35.6% | $8,548-57.4% | $4,887-25.4% |