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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 | $120,134 | $115,810+3.7% | $101,271+18.6% | $158,966-24.4% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | -16.37% | 56.15%-72.5pp | 46.48%-62.9pp | 302.95%-319.3pp |
| Employer contribution / active EE | $1,844 | $4,175-55.8% | $3,660-49.6% | $4,762-61.3% |
| Participant deferral / active EE | $8,172 | $4,958+64.8% | $4,371+87.0% | $5,983+36.6% |
| Admin fee / account holder | $349 | $7,248-95.2% | $5,948-94.1% | $11,250-96.9% |