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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 | $99,106 | $106,923-7.3% | $84,023+18.0% | $152,909-35.2% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | -16.52% | 105.02%-121.5pp | 71.32%-87.8pp | 345.46%-362.0pp |
| Employer contribution / active EE | $662 | $2,735-75.8% | $1,984-66.7% | $4,764-86.1% |
| Participant deferral / active EE | $4,135 | $4,013+3.0% | $3,239+27.6% | $5,851-29.3% |
| Admin fee / account holder | $3,868 | $8,289-53.3% | $6,102-36.6% | $11,601-66.7% |