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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 | $71,197+29.1% | $93,669-1.8% | $80,925+13.6% |
| Participation rate | 20.6% | 60.4%-39.8pp | 68.7%-48.1pp | 67.7%-47.1pp |
| Annual return | -42.00% | 11.27%-53.3pp | 133.59%-175.6pp | 35.65%-77.6pp |
| Employer contribution / active EE | $1,032 | $1,565-34.1% | $2,424-57.4% | $2,756-62.6% |
| Participant deferral / active EE | $1,463 | $4,036-63.7% | $4,416-66.9% | $4,299-66.0% |
| Admin fee / account holder | $5,499 | $6,959-21.0% | $8,291-33.7% | $6,940-20.8% |