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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 | $79,255 | $58,851+34.7% | $115,167-31.2% | $72,976+8.6% |
| Participation rate | 46.4% | 65.5%-19.1pp | 75.9%-29.5pp | 69.5%-23.1pp |
| Annual return | -1.42% | 23.16%-24.6pp | 35.60%-37.0pp | 81.02%-82.4pp |
| Employer contribution / active EE | $1,015 | $1,798-43.5% | $3,179-68.1% | $2,440-58.4% |
| Participant deferral / active EE | $1,393 | $2,643-47.3% | $4,169-66.6% | $3,608-61.4% |
| Admin fee / account holder | $18,628 | $6,370+192.4% | $7,089+162.8% | $5,124+263.5% |