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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 | $80,053 | $68,996+16.0% | $159,991-50.0% | $68,495+16.9% |
| Participation rate | 40.6% | 65.4%-24.8pp | 78.0%-37.3pp | 67.9%-27.3pp |
| Annual return | -21.49% | -9.65%-11.8pp | 408.82%-430.3pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,019 | $2,212-53.9% | $4,225-75.9% | $2,596-60.7% |
| Participant deferral / active EE | $2,593 | $4,211-38.4% | $6,183-58.1% | $4,028-35.6% |
| Admin fee / account holder | $751 | $4,797-84.3% | $8,715-91.4% | $5,403-86.1% |