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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 | $94,175 | $131,835-28.6% | $108,582-13.3% | $273,972-65.6% |
| Participation rate | 53.8% | 83.5%-29.6pp | 79.6%-25.7pp | 83.0%-29.2pp |
| Annual return | 0.52% | -91.57%+92.1pp | -51.70%+52.2pp | 41.46%-40.9pp |
| Employer contribution / active EE | $1,617 | $4,913-67.1% | $3,758-57.0% | $4,869-66.8% |
| Participant deferral / active EE | $4,949 | $5,127-3.5% | $4,311+14.8% | $5,287-6.4% |
| Admin fee / account holder | $22,667 | $10,253+121.1% | $7,645+196.5% | $10,133+123.7% |