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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 | $112,286 | $107,809+4.2% | $97,032+15.7% | $155,188-27.6% |
| Participation rate | 58.8% | 75.5%-16.7pp | 71.6%-12.7pp | 80.8%-22.0pp |
| Annual return | -3.74% | 38.06%-41.8pp | 35.38%-39.1pp | 148.84%-152.6pp |
| Employer contribution / active EE | $1,338 | $2,911-54.0% | $2,629-49.1% | $4,248-68.5% |
| Participant deferral / active EE | $4,997 | $5,129-2.6% | $4,672+7.0% | $6,531-23.5% |
| Admin fee / account holder | $5,532 | $10,717-48.4% | $9,418-41.3% | $14,480-61.8% |