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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 | $112,995 | $190,879-40.8% | $160,009-29.4% | $134,532-16.0% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -21.53% | 552.63%-574.2pp | 408.85%-430.4pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,212 | $4,995-75.7% | $4,225-71.3% | $4,741-74.4% |
| Participant deferral / active EE | $6,753 | $6,924-2.5% | $6,183+9.2% | $6,401+5.5% |
| Admin fee / account holder | $3,460 | $10,495-67.0% | $8,715-60.3% | $11,429-69.7% |