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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 | $139,667 | $158,827-12.1% | $121,208+15.2% | $135,382+3.2% |
| Participation rate | 25.0% | 79.3%-54.3pp | 71.8%-46.8pp | 82.6%-57.6pp |
| Annual return | -15.29% | -0.64%-14.6pp | 16.93%-32.2pp | 519.77%-535.1pp |
| Employer contribution / active EE | $1,608 | $5,666-71.6% | $4,023-60.0% | $4,779-66.4% |
| Participant deferral / active EE | $6,163 | $4,006+53.8% | $3,345+84.2% | $5,609+9.9% |
| Admin fee / account holder | $10,164 | $6,514+56.0% | $5,020+102.5% | $10,829-6.1% |