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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 | $109,627 | $107,809+1.7% | $90,657+20.9% | $135,380-19.0% |
| Participation rate | 40.0% | 78.0%-38.0pp | 74.0%-34.0pp | 82.6%-42.6pp |
| Annual return | -10.97% | -0.90%-10.1pp | 1.89%-12.9pp | 519.81%-530.8pp |
| Employer contribution / active EE | $1,632 | $3,018-45.9% | $2,532-35.5% | $4,779-65.9% |
| Participant deferral / active EE | $6,968 | $3,872+80.0% | $3,424+103.5% | $5,609+24.2% |
| Admin fee / account holder | $787 | $5,931-86.7% | $4,994-84.2% | $10,828-92.7% |