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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 | $77,578 | $99,032-21.7% | $80,022-3.1% | $135,379-42.7% |
| Participation rate | 59.1% | 78.4%-19.3pp | 75.8%-16.7pp | 82.6%-23.6pp |
| Annual return | -12.78% | 15.39%-28.2pp | 11.22%-24.0pp | 519.79%-532.6pp |
| Employer contribution / active EE | $1,338 | $3,043-56.0% | $2,468-45.8% | $4,779-72.0% |
| Participant deferral / active EE | $2,489 | $4,282-41.9% | $3,686-32.5% | $5,609-55.6% |
| Admin fee / account holder | $558 | $10,436-94.7% | $6,521-91.4% | $10,828-94.8% |