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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 | $76,156 | $69,977+8.8% | $108,582-29.9% | $62,881+21.1% |
| Participation rate | 45.1% | 72.9%-27.8pp | 79.6%-34.4pp | 69.3%-24.2pp |
| Annual return | -1.63% | 10.73%-12.4pp | -51.70%+50.1pp | 20.14%-21.8pp |
| Employer contribution / active EE | $1,230 | $2,135-42.4% | $3,758-67.3% | $2,281-46.1% |
| Participant deferral / active EE | $2,184 | $3,165-31.0% | $4,311-49.3% | $3,203-31.8% |
| Admin fee / account holder | $30,708 | $5,076+504.9% | $7,645+301.7% | $4,296+614.9% |