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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 | $104,442 | $181,062-42.3% | $158,223-34.0% | $155,188-32.7% |
| Participation rate | 47.8% | 82.7%-34.8pp | 79.2%-31.4pp | 80.8%-33.0pp |
| Annual return | -29.39% | 57.39%-86.8pp | 52.09%-81.5pp | 148.84%-178.2pp |
| Employer contribution / active EE | $2,629 | $4,565-42.4% | $4,109-36.0% | $4,248-38.1% |
| Participant deferral / active EE | $6,731 | $6,134+9.7% | $5,467+23.1% | $6,531+3.1% |
| Admin fee / account holder | $57,633 | $18,825+206.2% | $16,047+259.2% | $14,480+298.0% |