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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 | $84,478 | $100,811-16.2% | $86,698-2.6% | $134,545-37.2% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -21.47% | 29.11%-50.6pp | 35.96%-57.4pp | 418.37%-439.8pp |
| Employer contribution / active EE | $1,019 | $3,490-70.8% | $2,837-64.1% | $4,742-78.5% |
| Participant deferral / active EE | $4,223 | $5,339-20.9% | $4,656-9.3% | $6,401-34.0% |
| Admin fee / account holder | $11,131 | $10,926+1.9% | $7,492+48.6% | $11,431-2.6% |