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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 | $96,384 | $95,895+0.5% | $79,576+21.1% | $134,509-28.3% |
| Participation rate | 36.4% | 75.0%-38.7pp | 69.5%-33.1pp | 81.2%-44.9pp |
| Annual return | -22.24% | -2.72%-19.5pp | 0.15%-22.4pp | 418.13%-440.4pp |
| Employer contribution / active EE | $1,240 | $3,128-60.4% | $2,413-48.6% | $4,741-73.8% |
| Participant deferral / active EE | $3,588 | $4,693-23.5% | $3,985-10.0% | $6,400-43.9% |
| Admin fee / account holder | $3,410 | $9,129-62.6% | $6,834-50.1% | $11,427-70.2% |