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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 | $88,862 | $95,453-6.9% | $112,040-20.7% | $82,448+7.8% |
| Participation rate | 29.9% | 72.8%-42.9pp | 76.5%-46.6pp | 68.1%-38.2pp |
| Annual return | -42.39% | 23.92%-66.3pp | 24.52%-66.9pp | 41.64%-84.0pp |
| Employer contribution / active EE | $1,115 | $2,318-51.9% | $2,954-62.2% | $2,551-56.3% |
| Participant deferral / active EE | $3,018 | $4,224-28.5% | $5,098-40.8% | $4,139-27.1% |
| Admin fee / account holder | $10,153 | $9,013+12.6% | $12,098-16.1% | $7,234+40.3% |