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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 | $110,960 | $140,592-21.1% | $123,105-9.9% | $125,389-11.5% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -19.73% | 16.80%-36.5pp | 13.22%-32.9pp | 282.24%-302.0pp |
| Employer contribution / active EE | $17,440 | $6,041+188.7% | $5,151+238.6% | $4,866+258.4% |
| Participant deferral / active EE | $4,216 | $6,980-39.6% | $6,229-32.3% | $5,352-21.2% |
| Admin fee / account holder | $19,656 | $11,198+75.5% | $9,014+118.1% | $9,541+106.0% |