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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 | $76,695 | $93,345-17.8% | $119,126-35.6% | $87,485-12.3% |
| Participation rate | 32.4% | 68.7%-36.4pp | 75.8%-43.4pp | 68.9%-36.6pp |
| Annual return | -12.95% | 19.08%-32.0pp | 282.11%-295.1pp | 26.06%-39.0pp |
| Employer contribution / active EE | $977 | $3,172-69.2% | $4,034-75.8% | $2,596-62.4% |
| Participant deferral / active EE | $3,293 | $4,099-19.7% | $5,318-38.1% | $4,274-22.9% |
| Admin fee / account holder | $18,667 | $8,039+132.2% | $10,693+74.6% | $7,775+140.1% |