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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 | $99,657 | $138,072-27.8% | $123,549-19.3% | $135,382-26.4% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -12.26% | 153.69%-166.0pp | 119.20%-131.5pp | 519.77%-532.0pp |
| Employer contribution / active EE | $4,684 | $5,152-9.1% | $4,628+1.2% | $4,779-2.0% |
| Participant deferral / active EE | $9,656 | $6,799+42.0% | $6,426+50.3% | $5,609+72.2% |
| Admin fee / account holder | $1,808 | $10,917-83.4% | $9,284-80.5% | $10,829-83.3% |