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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 | $108,841 | $102,422+6.3% | $147,117-26.0% | $80,959+34.4% |
| Participation rate | 59.2% | 75.9%-16.7pp | 82.2%-23.0pp | 67.7%-8.5pp |
| Annual return | -10.34% | 135.16%-145.5pp | 420.54%-430.9pp | 35.67%-46.0pp |
| Employer contribution / active EE | $3,281 | $3,717-11.7% | $4,932-33.5% | $2,757+19.0% |
| Participant deferral / active EE | $6,356 | $6,652-4.5% | $8,065-21.2% | $4,300+47.8% |
| Admin fee / account holder | $24,510 | $7,953+208.2% | $12,993+88.6% | $6,925+253.9% |