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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 | $85,899 | $149,333-42.5% | $106,387-19.3% | $135,382-36.6% |
| Participation rate | 57.1% | 81.5%-24.3pp | 77.5%-20.3pp | 82.6%-25.5pp |
| Annual return | -12.72% | 0.52%-13.2pp | 0.25%-13.0pp | 519.77%-532.5pp |
| Employer contribution / active EE | $4,181 | $4,984-16.1% | $3,520+18.8% | $4,779-12.5% |
| Participant deferral / active EE | $9,592 | $7,230+32.7% | $5,421+76.9% | $5,609+71.0% |
| Admin fee / account holder | $897 | $15,952-94.4% | $7,510-88.1% | $10,829-91.7% |