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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 | $114,337 | $81,870+39.7% | $119,608-4.4% | $68,495+66.9% |
| Participation rate | 25.0% | 71.9%-46.9pp | 79.3%-54.3pp | 67.9%-42.9pp |
| Annual return | -20.25% | -23.82%+3.6pp | -14.98%-5.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $880 | $2,692-67.3% | $4,232-79.2% | $2,596-66.1% |
| Participant deferral / active EE | $2,711 | $4,148-34.7% | $5,601-51.6% | $4,028-32.7% |
| Admin fee / account holder | $1,753 | $6,583-73.4% | $10,326-83.0% | $5,403-67.6% |