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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 | $108,879 | $117,895-7.6% | $102,460+6.3% | $145,897-25.4% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | -41.95% | 31.92%-73.9pp | 29.47%-71.4pp | 552.29%-594.2pp |
| Employer contribution / active EE | $1,309 | $3,619-63.8% | $3,025-56.7% | $4,663-71.9% |
| Participant deferral / active EE | $8,714 | $5,736+51.9% | $5,056+72.3% | $6,689+30.3% |
| Admin fee / account holder | $88,005 | $13,353+559.1% | $9,460+830.3% | $13,390+557.2% |