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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 | $81,206 | $99,032-18.0% | $80,022+1.5% | $135,380-40.0% |
| Participation rate | 25.0% | 78.4%-53.4pp | 75.8%-50.8pp | 82.6%-57.6pp |
| Annual return | -9.11% | 15.39%-24.5pp | 11.22%-20.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $757 | $3,043-75.1% | $2,468-69.3% | $4,779-84.2% |
| Participant deferral / active EE | $2,270 | $4,282-47.0% | $3,686-38.4% | $5,609-59.5% |
| Admin fee / account holder | $1,258 | $10,436-87.9% | $6,521-80.7% | $10,828-88.4% |