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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 | $97,480 | $53,162+83.4% | $91,225+6.9% | $68,486+42.3% |
| Participation rate | 41.9% | 63.2%-21.3pp | 73.2%-31.3pp | 67.9%-26.0pp |
| Annual return | -21.69% | -3.14%-18.6pp | 114.12%-135.8pp | -7.85%-13.8pp |
| Employer contribution / active EE | $938 | $1,709-45.1% | $2,851-67.1% | $2,597-63.9% |
| Participant deferral / active EE | $3,588 | $2,974+20.7% | $4,233-15.2% | $4,028-10.9% |
| Admin fee / account holder | $1,790 | $4,493-60.2% | $5,422-67.0% | $5,404-66.9% |