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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 | $90,907 | $99,032-8.2% | $80,022+13.6% | $135,379-32.9% |
| Participation rate | 68.8% | 78.4%-9.6pp | 75.8%-7.1pp | 82.6%-13.9pp |
| Annual return | -9.49% | 15.39%-24.9pp | 11.22%-20.7pp | 519.79%-529.3pp |
| Employer contribution / active EE | $924 | $3,043-69.6% | $2,468-62.6% | $4,779-80.7% |
| Participant deferral / active EE | $1,846 | $4,282-56.9% | $3,686-49.9% | $5,609-67.1% |
| Admin fee / account holder | $5,321 | $10,436-49.0% | $6,521-18.4% | $10,828-50.9% |