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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 | $105,767 | $94,529+11.9% | $140,019-24.5% | $64,181+64.8% |
| Participation rate | 51.8% | 84.1%-32.3pp | 87.5%-35.7pp | 69.6%-17.8pp |
| Annual return | -7.87% | 7.77%-15.6pp | 651.15%-659.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,414 | $3,812-62.9% | $5,605-74.8% | $2,381-40.6% |
| Participant deferral / active EE | $3,185 | $5,250-39.3% | $6,927-54.0% | $3,470-8.2% |
| Admin fee / account holder | $3,068 | $6,741-54.5% | $10,705-71.3% | $4,887-37.2% |