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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 | $91,798 | $154,209-40.5% | $130,062-29.4% | $139,487-34.2% |
| Participation rate | 52.9% | 82.0%-29.0pp | 78.5%-25.6pp | 80.3%-27.4pp |
| Annual return | 9.08% | 32.52%-23.4pp | -137.37%+146.5pp | 373.84%-364.8pp |
| Employer contribution / active EE | $1,424 | $5,292-73.1% | $4,322-67.1% | $4,755-70.1% |
| Participant deferral / active EE | $3,207 | $6,709-52.2% | $5,821-44.9% | $6,713-52.2% |
| Admin fee / account holder | $88,611 | $13,988+533.5% | $10,601+735.9% | $11,407+676.8% |