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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 | $81,999 | $59,819+37.1% | $79,583+3.0% | $68,490+19.7% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -19.93% | -12.30%-7.6pp | 0.16%-20.1pp | -7.85%-12.1pp |
| Employer contribution / active EE | $502 | $1,505-66.6% | $2,414-79.2% | $2,597-80.7% |
| Participant deferral / active EE | $2,629 | $3,025-13.1% | $3,986-34.0% | $4,028-34.7% |
| Admin fee / account holder | $56,710 | $4,835+1072.8% | $6,835+729.7% | $5,403+949.6% |