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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 | $104,925 | $148,623-29.4% | $135,974-22.8% | $139,466-24.8% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | -27.72% | 79.30%-107.0pp | 68.30%-96.0pp | 373.66%-401.4pp |
| Employer contribution / active EE | $4,519 | $5,246-13.9% | $4,859-7.0% | $4,754-4.9% |
| Participant deferral / active EE | $7,381 | $8,103-8.9% | $7,760-4.9% | $6,712+10.0% |
| Admin fee / account holder | $466 | $12,406-96.2% | $10,767-95.7% | $11,409-95.9% |