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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 | $123,747 | $95,917+29.0% | $79,583+55.5% | $134,545-8.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -22.27% | -2.70%-19.6pp | 0.16%-22.4pp | 418.37%-440.6pp |
| Employer contribution / active EE | $5,393 | $3,129+72.3% | $2,414+123.4% | $4,742+13.7% |
| Participant deferral / active EE | $9,195 | $4,694+95.9% | $3,986+130.7% | $6,401+43.6% |
| Admin fee / account holder | $695 | $9,132-92.4% | $6,835-89.8% | $11,431-93.9% |