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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 | $89,367 | $82,324+8.6% | $68,803+29.9% | $134,545-33.6% |
| Participation rate | 45.5% | 75.1%-29.6pp | 69.0%-23.6pp | 81.2%-35.8pp |
| Annual return | -21.38% | -2.17%-19.2pp | -6.37%-15.0pp | 418.37%-439.7pp |
| Employer contribution / active EE | $1,244 | $3,302-62.3% | $2,656-53.2% | $4,742-73.8% |
| Participant deferral / active EE | $2,406 | $4,740-49.2% | $3,942-39.0% | $6,401-62.4% |
| Admin fee / account holder | $1,006 | $6,485-84.5% | $4,936-79.6% | $11,431-91.2% |