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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 | $108,300 | $148,629-27.1% | $135,982-20.4% | $139,487-22.4% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | -5.07% | 79.33%-84.4pp | 68.32%-73.4pp | 373.84%-378.9pp |
| Employer contribution / active EE | $2,332 | $5,247-55.5% | $4,859-52.0% | $4,755-50.9% |
| Participant deferral / active EE | $5,472 | $8,102-32.5% | $7,760-29.5% | $6,713-18.5% |
| Admin fee / account holder | $14,286 | $12,406+15.1% | $10,767+32.7% | $11,407+25.2% |