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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 | $93,625 | $100,792-7.1% | $86,691+8.0% | $134,509-30.4% |
| Participation rate | 58.8% | 78.9%-20.1pp | 76.6%-17.8pp | 81.2%-22.4pp |
| Annual return | -20.26% | 29.08%-49.3pp | 35.94%-56.2pp | 418.13%-438.4pp |
| Employer contribution / active EE | $1,485 | $3,491-57.4% | $2,837-47.6% | $4,741-68.7% |
| Participant deferral / active EE | $3,358 | $5,339-37.1% | $4,656-27.9% | $6,400-47.5% |
| Admin fee / account holder | $1,225 | $10,924-88.8% | $7,492-83.6% | $11,427-89.3% |