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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 | $86,240 | $69,012+25.0% | $160,037-46.1% | $68,490+25.9% |
| Participation rate | 38.5% | 65.4%-27.0pp | 78.0%-39.5pp | 67.9%-29.4pp |
| Annual return | -22.58% | -9.65%-12.9pp | 408.95%-431.5pp | -7.85%-14.7pp |
| Employer contribution / active EE | $1,336 | $2,212-39.6% | $4,226-68.4% | $2,597-48.5% |
| Participant deferral / active EE | $3,064 | $4,212-27.3% | $6,184-50.5% | $4,028-23.9% |
| Admin fee / account holder | $1,940 | $4,798-59.6% | $8,716-77.7% | $5,403-64.1% |