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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 | $109,610 | $72,404+51.4% | $110,243-0.6% | $64,173+70.8% |
| Participation rate | 62.9% | 73.3%-10.5pp | 79.8%-17.0pp | 69.6%-6.7pp |
| Annual return | -13.35% | -6.29%-7.1pp | 314.76%-328.1pp | 7.63%-21.0pp |
| Employer contribution / active EE | $1,719 | $2,282-24.6% | $3,827-55.1% | $2,381-27.8% |
| Participant deferral / active EE | $3,059 | $3,469-11.8% | $4,672-34.5% | $3,470-11.8% |
| Admin fee / account holder | $12,635 | $5,664+123.1% | $8,548+47.8% | $4,887+158.5% |