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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 | $80,710 | $82,314-1.9% | $68,808+17.3% | $134,532-40.0% |
| Participation rate | 37.5% | 75.1%-37.6pp | 69.0%-31.5pp | 81.2%-43.7pp |
| Annual return | -23.53% | -2.18%-21.4pp | -6.37%-17.2pp | 418.27%-441.8pp |
| Employer contribution / active EE | $1,164 | $3,301-64.8% | $2,656-56.2% | $4,741-75.5% |
| Participant deferral / active EE | $4,705 | $4,740-0.7% | $3,942+19.4% | $6,401-26.5% |
| Admin fee / account holder | $1,279 | $6,484-80.3% | $4,936-74.1% | $11,429-88.8% |