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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 | $80,051 | $72,404+10.6% | $110,243-27.4% | $64,173+24.7% |
| Participation rate | 51.4% | 73.3%-21.9pp | 79.8%-28.4pp | 69.6%-18.1pp |
| Annual return | -8.19% | -6.29%-1.9pp | 314.76%-322.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,255 | $2,282-45.0% | $3,827-67.2% | $2,381-47.3% |
| Participant deferral / active EE | $2,226 | $3,469-35.8% | $4,672-52.3% | $3,470-35.8% |
| Admin fee / account holder | $10,687 | $5,664+88.7% | $8,548+25.0% | $4,887+118.7% |