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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 | $110,337-2.2% | $102,383+5.4% | $145,877-26.0% |
| Participation rate | 59.1% | 77.9%-18.8pp | 74.5%-15.4pp | 80.3%-21.2pp |
| Annual return | -2.17% | 24.83%-27.0pp | 24.94%-27.1pp | 551.28%-553.5pp |
| Employer contribution / active EE | $3,623 | $4,216-14.1% | $3,870-6.4% | $4,663-22.3% |
| Participant deferral / active EE | $9,354 | $5,621+66.4% | $5,060+84.9% | $6,691+39.8% |
| Admin fee / account holder | $72,825 | $9,750+646.9% | $8,391+767.9% | $13,402+443.4% |