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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 | $108,121 | $138,072-21.7% | $123,549-12.5% | $135,382-20.1% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -17.26% | 153.69%-171.0pp | 119.20%-136.5pp | 519.77%-537.0pp |
| Employer contribution / active EE | $1,027 | $5,152-80.1% | $4,628-77.8% | $4,779-78.5% |
| Participant deferral / active EE | $5,813 | $6,799-14.5% | $6,426-9.5% | $5,609+3.6% |
| Admin fee / account holder | $5,482 | $10,917-49.8% | $9,284-41.0% | $10,829-49.4% |