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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 | $89,997 | $90,486-0.5% | $78,676+14.4% | $273,972-67.2% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | -5.48% | 75.62%-81.1pp | 62.19%-67.7pp | 41.46%-46.9pp |
| Employer contribution / active EE | $6,984 | $3,175+120.0% | $2,850+145.1% | $4,869+43.4% |
| Participant deferral / active EE | $5,707 | $3,901+46.3% | $3,517+62.3% | $5,287+7.9% |
| Admin fee / account holder | $1,518 | $5,263-71.2% | $4,510-66.3% | $10,133-85.0% |