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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 | $95,102 | $100,805-5.7% | $86,698+9.7% | $134,532-29.3% |
| Participation rate | 33.3% | 79.0%-45.6pp | 76.6%-43.3pp | 81.2%-47.9pp |
| Annual return | -21.65% | 29.09%-50.7pp | 35.95%-57.6pp | 418.27%-439.9pp |
| Employer contribution / active EE | $1,691 | $3,490-51.5% | $2,837-40.4% | $4,741-64.3% |
| Participant deferral / active EE | $9,000 | $5,339+68.6% | $4,656+93.3% | $6,401+40.6% |
| Admin fee / account holder | $671 | $10,925-93.9% | $7,493-91.0% | $11,429-94.1% |