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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 | $137,069 | $133,998+2.3% | $112,263+22.1% | $134,545+1.9% |
| Participation rate | 52.9% | 78.6%-25.6pp | 75.1%-22.1pp | 81.2%-28.3pp |
| Annual return | -23.36% | 47.17%-70.5pp | 27.49%-50.9pp | 418.37%-441.7pp |
| Employer contribution / active EE | $1,180 | $4,040-70.8% | $3,636-67.5% | $4,742-75.1% |
| Participant deferral / active EE | $5,652 | $5,292+6.8% | $4,729+19.5% | $6,401-11.7% |
| Admin fee / account holder | $1,148 | $7,493-84.7% | $6,410-82.1% | $11,431-90.0% |