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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 | $94,724 | $64,716+46.4% | $112,258-15.6% | $68,495+38.3% |
| Participation rate | 46.2% | 67.2%-21.0pp | 75.1%-28.9pp | 67.9%-21.7pp |
| Annual return | -22.94% | -11.40%-11.5pp | 27.47%-50.4pp | -7.84%-15.1pp |
| Employer contribution / active EE | $1,019 | $2,746-62.9% | $3,636-72.0% | $2,596-60.8% |
| Participant deferral / active EE | $2,309 | $3,565-35.2% | $4,728-51.2% | $4,028-42.7% |
| Admin fee / account holder | $2,295 | $5,232-56.1% | $6,411-64.2% | $5,403-57.5% |