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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 | $97,546 | $99,032-1.5% | $80,022+21.9% | $135,380-27.9% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -9.04% | 15.39%-24.4pp | 11.22%-20.3pp | 519.81%-528.8pp |
| Employer contribution / active EE | $6,204 | $3,043+103.8% | $2,468+151.4% | $4,779+29.8% |
| Participant deferral / active EE | $2,350 | $4,282-45.1% | $3,686-36.2% | $5,609-58.1% |
| Admin fee / account holder | $2,560 | $10,436-75.5% | $6,521-60.7% | $10,828-76.4% |