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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 | $83,505 | $45,872+82.0% | $77,081+8.3% | $68,495+21.9% |
| Participation rate | 50.0% | 55.9%-5.9pp | 67.9%-17.9pp | 67.9%-17.9pp |
| Annual return | -20.83% | 1.73%-22.6pp | 42.33%-63.2pp | -7.84%-13.0pp |
| Employer contribution / active EE | $3,317 | $1,650+101.1% | $2,813+17.9% | $2,596+27.7% |
| Participant deferral / active EE | $2,937 | $2,963-0.9% | $4,428-33.7% | $4,028-27.1% |
| Admin fee / account holder | $15,041 | $3,041+394.6% | $5,427+177.2% | $5,403+178.4% |