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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 | $88,672-13.5% | $105,223-27.1% | $82,448-7.0% |
| Participation rate | 32.4% | 67.9%-35.6pp | 75.0%-42.7pp | 68.1%-35.7pp |
| Annual return | -12.95% | 30.86%-43.8pp | 180.65%-193.6pp | 41.64%-54.6pp |
| Employer contribution / active EE | $977 | $3,048-67.9% | $3,689-73.5% | $2,551-61.7% |
| Participant deferral / active EE | $3,293 | $4,036-18.4% | $5,072-35.1% | $4,139-20.4% |
| Admin fee / account holder | $18,667 | $7,146+161.2% | $8,859+110.7% | $7,234+158.0% |