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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 | $88,984 | $100,805-11.7% | $86,698+2.6% | $134,532-33.9% |
| Participation rate | 57.1% | 79.0%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | -24.09% | 29.09%-53.2pp | 35.95%-60.0pp | 418.27%-442.4pp |
| Employer contribution / active EE | $2,340 | $3,490-33.0% | $2,837-17.5% | $4,741-50.7% |
| Participant deferral / active EE | $6,370 | $5,339+19.3% | $4,656+36.8% | $6,401-0.5% |
| Admin fee / account holder | $362 | $10,925-96.7% | $7,493-95.2% | $11,429-96.8% |