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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 | $185,312-43.6% | $161,489-35.3% | $154,746-32.5% |
| Participation rate | 47.8% | 82.5%-34.6pp | 78.7%-30.9pp | 80.7%-32.9pp |
| Annual return | -29.39% | 103.84%-133.2pp | 89.72%-119.1pp | 172.34%-201.7pp |
| Employer contribution / active EE | $2,629 | $4,769-44.9% | $4,268-38.4% | $4,379-40.0% |
| Participant deferral / active EE | $6,731 | $6,350+6.0% | $5,630+19.6% | $6,7300% |
| Admin fee / account holder | $57,633 | $18,654+209.0% | $16,006+260.1% | $14,365+301.2% |