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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 | $103,230 | $105,867-2.5% | $90,760+13.7% | $134,532-23.3% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -36.34% | -10.99%-25.3pp | -12.16%-24.2pp | 418.27%-454.6pp |
| Employer contribution / active EE | $5,000 | $3,464+44.4% | $2,922+71.1% | $4,741+5.5% |
| Participant deferral / active EE | $7,800 | $5,217+49.5% | $4,565+70.9% | $6,401+21.9% |
| Admin fee / account holder | $691 | $13,936-95.0% | $8,444-91.8% | $11,429-94.0% |