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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 | $107,943 | $110,410-2.2% | $102,437+5.4% | $145,897-26.0% |
| Participation rate | 59.1% | 77.9%-18.8pp | 74.5%-15.4pp | 80.3%-21.2pp |
| Annual return | -2.17% | 24.85%-27.0pp | 24.95%-27.1pp | 552.29%-554.5pp |
| Employer contribution / active EE | $3,623 | $4,217-14.1% | $3,871-6.4% | $4,663-22.3% |
| Participant deferral / active EE | $9,354 | $5,622+66.4% | $5,060+84.9% | $6,689+39.8% |
| Admin fee / account holder | $72,825 | $9,745+647.3% | $8,388+768.2% | $13,390+443.9% |