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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 | $92,101 | $95,188-3.2% | $76,518+20.4% | $135,379-32.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -11.86% | 4.85%-16.7pp | -0.27%-11.6pp | 519.79%-531.7pp |
| Employer contribution / active EE | $2,779 | $3,303-15.9% | $2,647+5.0% | $4,779-41.8% |
| Participant deferral / active EE | $12,314 | $4,640+165.4% | $3,836+221.0% | $5,609+119.5% |
| Admin fee / account holder | $12,432 | $6,249+98.9% | $4,849+156.4% | $10,828+14.8% |