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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 | $93,034 | $167,352-44.4% | $143,788-35.3% | $134,509-30.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -22.32% | 0.47%-22.8pp | -0.03%-22.3pp | 418.13%-440.5pp |
| Employer contribution / active EE | $2,192 | $5,620-61.0% | $4,952-55.7% | $4,741-53.8% |
| Participant deferral / active EE | $7,041 | $6,447+9.2% | $5,638+24.9% | $6,400+10.0% |
| Admin fee / account holder | $1,833 | $18,091-89.9% | $14,675-87.5% | $11,427-84.0% |