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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 | $80,338 | $63,456+26.6% | $100,712-20.2% | $64,097+25.3% |
| Participation rate | 15.7% | 49.7%-34.0pp | 69.3%-53.6pp | 55.2%-39.5pp |
| Annual return | -42.67% | 19.65%-62.3pp | 33.27%-75.9pp | 34.64%-77.3pp |
| Employer contribution / active EE | $193 | $1,003-80.8% | $2,313-91.7% | $1,891-89.8% |
| Participant deferral / active EE | $1,045 | $2,463-57.6% | $4,085-74.4% | $3,080-66.1% |
| Admin fee / account holder | $6,410 | $4,808+33.3% | $9,256-30.8% | $3,454+85.6% |