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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 | $89,840 | $82,288+9.2% | $68,790+30.6% | $134,493-33.2% |
| Participation rate | 31.6% | 75.1%-43.5pp | 69.0%-37.4pp | 81.2%-49.6pp |
| Annual return | -23.12% | -2.19%-20.9pp | -6.38%-16.7pp | 418.01%-441.1pp |
| Employer contribution / active EE | $843 | $3,301-74.5% | $2,655-68.2% | $4,740-82.2% |
| Participant deferral / active EE | $1,496 | $4,738-68.4% | $3,941-62.1% | $6,400-76.6% |
| Admin fee / account holder | $79,457 | $6,482+1125.9% | $4,934+1510.5% | $11,425+595.5% |