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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 | $82,085 | $110,248-25.5% | $95,728-14.3% | $139,456-41.1% |
| Participation rate | 45.5% | 75.7%-30.3pp | 72.3%-26.8pp | 80.3%-34.9pp |
| Annual return | -58.39% | 27.16%-85.5pp | 28.40%-86.8pp | 373.45%-431.8pp |
| Employer contribution / active EE | $503 | $3,258-84.6% | $2,835-82.3% | $4,753-89.4% |
| Participant deferral / active EE | $712 | $4,675-84.8% | $4,245-83.2% | $6,711-89.4% |
| Admin fee / account holder | $8,221 | $6,607+24.4% | $5,673+44.9% | $11,407-27.9% |