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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 | $132,812 | $178,174-25.5% | $156,181-15.0% | $137,256-3.2% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | -2.30% | 84.19%-86.5pp | 64.87%-67.2pp | 220.34%-222.6pp |
| Employer contribution / active EE | $1,111 | $4,972-77.7% | $4,294-74.1% | $4,156-73.3% |
| Participant deferral / active EE | $5,690 | $6,888-17.4% | $6,132-7.2% | $6,407-11.2% |
| Admin fee / account holder | $29,946 | $17,404+72.1% | $14,586+105.3% | $12,270+144.1% |