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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 | $68,413 | $110,083-37.9% | $151,645-54.9% | $68,490-0.1% |
| Participation rate | 52.0% | 84.0%-31.9pp | 87.5%-35.5pp | 67.9%-15.9pp |
| Annual return | -18.79% | -10.12%-8.7pp | 3.34%-22.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,983 | $4,470-55.6% | $6,165-67.8% | $2,597-23.6% |
| Participant deferral / active EE | $4,912 | $6,526-24.7% | $8,363-41.3% | $4,028+21.9% |
| Admin fee / account holder | $15,683 | $7,718+103.2% | $11,614+35.0% | $5,403+190.3% |