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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 | $78,925 | $81,870-3.6% | $119,622-34.0% | $68,486+15.2% |
| Participation rate | 41.8% | 71.9%-30.1pp | 79.3%-37.4pp | 67.9%-26.1pp |
| Annual return | -23.12% | -23.82%+0.7pp | -14.98%-8.1pp | -7.85%-15.3pp |
| Employer contribution / active EE | $1,184 | $2,692-56.0% | $4,232-72.0% | $2,597-54.4% |
| Participant deferral / active EE | $2,656 | $4,148-36.0% | $5,601-52.6% | $4,028-34.0% |
| Admin fee / account holder | $12,312 | $6,583+87.0% | $10,328+19.2% | $5,404+127.8% |