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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 | $110,309 | $82,314+34.0% | $68,808+60.3% | $134,532-18.0% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.0%-6.5pp | 81.2%-18.7pp |
| Annual return | -22.51% | -2.18%-20.3pp | -6.37%-16.1pp | 418.27%-440.8pp |
| Employer contribution / active EE | $511 | $3,301-84.5% | $2,656-80.8% | $4,741-89.2% |
| Participant deferral / active EE | $3,468 | $4,740-26.8% | $3,942-12.0% | $6,401-45.8% |
| Admin fee / account holder | $5,487 | $6,484-15.4% | $4,936+11.2% | $11,429-52.0% |