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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 | $95,698 | $81,276+17.7% | $155,574-38.5% | $80,925+18.3% |
| Participation rate | 41.7% | 66.2%-24.6pp | 78.2%-36.5pp | 67.7%-26.0pp |
| Annual return | -5.81% | 33.36%-39.2pp | 64.87%-70.7pp | 35.65%-41.5pp |
| Employer contribution / active EE | $1,438 | $3,103-53.6% | $4,676-69.2% | $2,756-47.8% |
| Participant deferral / active EE | $3,300 | $3,453-4.4% | $5,629-41.4% | $4,299-23.2% |
| Admin fee / account holder | $60,816 | $7,993+660.8% | $15,914+282.1% | $6,940+776.3% |