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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 | $95,699 | $185,312-48.4% | $161,489-40.7% | $154,746-38.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | -3.92% | 103.84%-107.8pp | 89.72%-93.6pp | 172.34%-176.3pp |
| Employer contribution / active EE | $12,575 | $4,769+163.7% | $4,268+194.6% | $4,379+187.2% |
| Participant deferral / active EE | $9,909 | $6,350+56.1% | $5,630+76.0% | $6,730+47.2% |
| Admin fee / account holder | $49,377 | $18,654+164.7% | $16,006+208.5% | $14,365+243.7% |