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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 | $89,149 | $80,992+10.1% | $96,534-7.6% | $75,173+18.6% |
| Participation rate | 16.1% | 71.8%-55.7pp | 76.0%-59.9pp | 67.2%-51.1pp |
| Annual return | -40.01% | 27.05%-67.1pp | 25.88%-65.9pp | 160.72%-200.7pp |
| Employer contribution / active EE | $957 | $2,283-58.1% | $2,965-67.7% | $2,671-64.2% |
| Participant deferral / active EE | $2,166 | $3,929-44.9% | $4,851-55.3% | $4,126-47.5% |
| Admin fee / account holder | $12,820 | $6,717+90.9% | $8,253+55.3% | $5,651+126.9% |