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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 | $85,806 | $83,908+2.3% | $68,509+25.2% | $125,389-31.6% |
| Participation rate | 50.0% | 78.2%-28.2pp | 74.7%-24.7pp | 83.2%-33.2pp |
| Annual return | -4.41% | 14.48%-18.9pp | 8.27%-12.7pp | 282.24%-286.6pp |
| Employer contribution / active EE | $1,468 | $3,031-51.6% | $2,278-35.6% | $4,866-69.8% |
| Participant deferral / active EE | $1,468 | $4,125-64.4% | $3,382-56.6% | $5,352-72.6% |
| Admin fee / account holder | $1,563 | $8,982-82.6% | $5,275-70.4% | $9,541-83.6% |