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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 | $93,015 | $81,208+14.5% | $98,920-6.0% | $79,852+16.5% |
| Participation rate | 39.5% | 72.5%-33.0pp | 76.0%-36.6pp | 69.6%-30.2pp |
| Annual return | -9.11% | 60.99%-70.1pp | 196.47%-205.6pp | 31.72%-40.8pp |
| Employer contribution / active EE | $425 | $1,960-78.3% | $2,689-84.2% | $2,471-82.8% |
| Participant deferral / active EE | $2,873 | $3,265-12.0% | $4,245-32.3% | $3,740-23.2% |
| Admin fee / account holder | $1,894 | $6,013-68.5% | $6,643-71.5% | $5,306-64.3% |