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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 | $88,756 | $73,978+20.0% | $96,515-8.0% | $75,173+18.1% |
| Participation rate | 38.6% | 66.4%-27.8pp | 74.3%-35.7pp | 67.2%-28.6pp |
| Annual return | -41.95% | 26.72%-68.7pp | 35.73%-77.7pp | 160.72%-202.7pp |
| Employer contribution / active EE | $2,665 | $2,931-9.1% | $3,740-28.7% | $2,671-0.2% |
| Participant deferral / active EE | $2,774 | $3,660-24.2% | $4,880-43.2% | $4,126-32.8% |
| Admin fee / account holder | $1,266 | $5,219-75.7% | $6,735-81.2% | $5,651-77.6% |