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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 | $80,385 | $72,404+11.0% | $110,243-27.1% | $64,173+25.3% |
| Participation rate | 58.2% | 73.3%-15.2pp | 79.8%-21.6pp | 69.6%-11.4pp |
| Annual return | -8.66% | -6.29%-2.4pp | 314.76%-323.4pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,263 | $2,282-44.7% | $3,827-67.0% | $2,381-47.0% |
| Participant deferral / active EE | $2,905 | $3,469-16.3% | $4,672-37.8% | $3,470-16.3% |
| Admin fee / account holder | $469 | $5,664-91.7% | $8,548-94.5% | $4,887-90.4% |