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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 | $111,814-3.5% | $103,378+4.4% | $145,978-26.1% |
| Participation rate | 59.1% | 77.9%-18.8pp | 74.5%-15.4pp | 80.3%-21.2pp |
| Annual return | -2.17% | 24.80%-27.0pp | 24.91%-27.1pp | 550.52%-552.7pp |
| Employer contribution / active EE | $3,623 | $4,215-14.1% | $3,870-6.4% | $4,662-22.3% |
| Participant deferral / active EE | $9,354 | $5,618+66.5% | $5,058+85.0% | $6,690+39.8% |
| Admin fee / account holder | $72,825 | $9,764+645.9% | $8,401+766.9% | $13,400+443.5% |