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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 | $117,846-7.6% | $102,434+6.3% | $145,884-25.4% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | -41.95% | 31.90%-73.8pp | 29.46%-71.4pp | 551.85%-593.8pp |
| Employer contribution / active EE | $1,309 | $3,615-63.8% | $3,023-56.7% | $4,662-71.9% |
| Participant deferral / active EE | $8,714 | $5,733+52.0% | $5,055+72.4% | $6,690+30.3% |
| Admin fee / account holder | $88,005 | $13,356+558.9% | $9,462+830.1% | $13,392+557.2% |