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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 | $92,849 | $90,486+2.6% | $78,676+18.0% | $273,972-66.1% |
| Participation rate | 61.5% | 76.5%-15.0pp | 73.6%-12.0pp | 83.0%-21.5pp |
| Annual return | -3.97% | 75.62%-79.6pp | 62.19%-66.2pp | 41.46%-45.4pp |
| Employer contribution / active EE | $1,909 | $3,175-39.9% | $2,850-33.0% | $4,869-60.8% |
| Participant deferral / active EE | $4,396 | $3,901+12.7% | $3,517+25.0% | $5,287-16.9% |
| Admin fee / account holder | $144,826 | $5,263+2651.7% | $4,510+3111.2% | $10,133+1329.3% |