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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 | $82,313 | $228,352-64.0% | $185,827-55.7% | $158,950-48.2% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | -2.04% | 40.81%-42.9pp | 35.96%-38.0pp | 302.91%-305.0pp |
| Employer contribution / active EE | $1,958 | $4,967-60.6% | $4,087-52.1% | $4,762-58.9% |
| Participant deferral / active EE | $12,689 | $6,416+97.8% | $5,633+125.3% | $5,983+112.1% |
| Admin fee / account holder | $118,146 | $11,867+895.6% | $9,502+1143.4% | $11,248+950.3% |