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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 | $83,989 | $45,872+83.1% | $77,100+8.9% | $68,490+22.6% |
| Participation rate | 36.1% | 55.9%-19.8pp | 67.9%-31.8pp | 67.9%-31.8pp |
| Annual return | -29.49% | 1.73%-31.2pp | 42.35%-71.8pp | -7.85%-21.6pp |
| Employer contribution / active EE | $1,312 | $1,650-20.5% | $2,815-53.4% | $2,597-49.5% |
| Participant deferral / active EE | $2,561 | $2,963-13.5% | $4,430-42.2% | $4,028-36.4% |
| Admin fee / account holder | $1,577 | $3,041-48.1% | $5,443-71.0% | $5,403-70.8% |