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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 | $106,322 | $138,076-23.0% | $123,553-13.9% | $135,380-21.5% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -10.88% | 153.70%-164.6pp | 119.21%-130.1pp | 519.81%-530.7pp |
| Employer contribution / active EE | $1,761 | $5,152-65.8% | $4,628-61.9% | $4,779-63.1% |
| Participant deferral / active EE | $7,269 | $6,800+6.9% | $6,426+13.1% | $5,609+29.6% |
| Admin fee / account holder | $3,857 | $10,917-64.7% | $9,284-58.5% | $10,828-64.4% |