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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 | $86,400 | $42,917+101.3% | $60,899+41.9% | $68,495+26.1% |
| Participation rate | 32.4% | 66.8%-34.3pp | 73.1%-40.7pp | 67.9%-35.5pp |
| Annual return | -20.09% | -13.99%-6.1pp | 16.92%-37.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,234 | $1,979-37.7% | $2,702-54.4% | $2,596-52.5% |
| Participant deferral / active EE | $1,593 | $2,867-44.4% | $3,817-58.3% | $4,028-60.4% |
| Admin fee / account holder | $9,479 | $3,102+205.6% | $3,225+193.9% | $5,403+75.4% |