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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 | $84,615 | $158,852-46.7% | $121,220-30.2% | $135,380-37.5% |
| Participation rate | 14.3% | 79.3%-65.0pp | 71.8%-57.5pp | 82.6%-68.4pp |
| Annual return | -43.60% | -0.64%-43.0pp | 16.94%-60.5pp | 519.81%-563.4pp |
| Employer contribution / active EE | $1,732 | $5,666-69.4% | $4,023-56.9% | $4,779-63.8% |
| Participant deferral / active EE | $4,582 | $4,006+14.4% | $3,345+37.0% | $5,609-18.3% |
| Admin fee / account holder | $44,674 | $6,515+585.8% | $5,021+789.8% | $10,828+312.6% |