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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 | $98,636 | $76,912+28.2% | $129,118-23.6% | $68,490+44.0% |
| Participation rate | 57.1% | 69.1%-12.0pp | 77.2%-20.1pp | 67.9%-10.8pp |
| Annual return | -26.84% | -9.78%-17.1pp | -10.94%-15.9pp | -7.85%-19.0pp |
| Employer contribution / active EE | $1,855 | $3,243-42.8% | $5,051-63.3% | $2,597-28.6% |
| Participant deferral / active EE | $3,413 | $4,732-27.9% | $6,539-47.8% | $4,028-15.3% |
| Admin fee / account holder | $1,086 | $6,638-83.6% | $14,305-92.4% | $5,403-79.9% |