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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 | $91,946 | $71,057+29.4% | $93,654-1.8% | $80,874+13.7% |
| Participation rate | 20.6% | 60.4%-39.8pp | 68.7%-48.1pp | 67.6%-47.1pp |
| Annual return | -42.00% | 11.26%-53.3pp | 133.34%-175.3pp | 35.62%-77.6pp |
| Employer contribution / active EE | $1,032 | $1,564-34.0% | $2,421-57.4% | $2,756-62.6% |
| Participant deferral / active EE | $1,463 | $4,034-63.7% | $4,413-66.8% | $4,297-65.9% |
| Admin fee / account holder | $5,499 | $6,944-20.8% | $8,282-33.6% | $6,935-20.7% |