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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 | $81,809 | $54,239+50.8% | $70,098+16.7% | $68,495+19.4% |
| Participation rate | 31.8% | 64.5%-32.7pp | 70.5%-38.7pp | 67.9%-36.1pp |
| Annual return | -20.80% | -13.87%-6.9pp | 190.76%-211.6pp | -7.84%-13.0pp |
| Employer contribution / active EE | $712 | $2,019-64.7% | $2,560-72.2% | $2,596-72.6% |
| Participant deferral / active EE | $2,184 | $2,957-26.1% | $3,849-43.3% | $4,028-45.8% |
| Admin fee / account holder | $2,891 | $4,691-38.4% | $6,266-53.9% | $5,403-46.5% |