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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 | $95,964 | $138,076-30.5% | $123,553-22.3% | $135,380-29.1% |
| Participation rate | 69.6% | 84.7%-15.2pp | 82.3%-12.7pp | 82.6%-13.1pp |
| Annual return | -11.11% | 153.70%-164.8pp | 119.21%-130.3pp | 519.81%-530.9pp |
| Employer contribution / active EE | $3,083 | $5,152-40.2% | $4,628-33.4% | $4,779-35.5% |
| Participant deferral / active EE | $5,241 | $6,800-22.9% | $6,426-18.4% | $5,609-6.6% |
| Admin fee / account holder | $2,680 | $10,917-75.4% | $9,284-71.1% | $10,828-75.2% |