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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 | $103,961 | $82,674+25.7% | $125,363-17.1% | $68,495+51.8% |
| Participation rate | 50.6% | 75.0%-24.4pp | 82.4%-31.7pp | 67.9%-17.3pp |
| Annual return | -19.50% | -5.97%-13.5pp | 572.15%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $972 | $3,382-71.3% | $4,815-79.8% | $2,596-62.6% |
| Participant deferral / active EE | $5,549 | $6,111-9.2% | $7,447-25.5% | $4,028+37.8% |
| Admin fee / account holder | $8,511 | $6,276+35.6% | $10,005-14.9% | $5,403+57.5% |