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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 | $107,170 | $95,917+11.7% | $79,583+34.7% | $134,545-20.3% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -20.73% | -2.70%-18.0pp | 0.16%-20.9pp | 418.37%-439.1pp |
| Employer contribution / active EE | $1,207 | $3,129-61.4% | $2,414-50.0% | $4,742-74.6% |
| Participant deferral / active EE | $3,388 | $4,694-27.8% | $3,986-15.0% | $6,401-47.1% |
| Admin fee / account holder | $13,004 | $9,132+42.4% | $6,835+90.3% | $11,431+13.8% |