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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 | $109,657 | $59,834+83.3% | $79,576+37.8% | $68,495+60.1% |
| Participation rate | 45.2% | 61.1%-15.9pp | 69.5%-24.3pp | 67.9%-22.7pp |
| Annual return | -27.35% | -12.30%-15.1pp | 0.15%-27.5pp | -7.84%-19.5pp |
| Employer contribution / active EE | $733 | $1,505-51.3% | $2,413-69.6% | $2,596-71.8% |
| Participant deferral / active EE | $2,922 | $3,024-3.4% | $3,985-26.7% | $4,028-27.4% |
| Admin fee / account holder | $20,375 | $4,835+321.4% | $6,834+198.1% | $5,403+277.1% |