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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 | $90,888 | $167,522-45.7% | $151,639-40.1% | $134,532-32.4% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -36.50% | 7.81%-44.3pp | 3.34%-39.8pp | 418.27%-454.8pp |
| Employer contribution / active EE | $1,988 | $6,828-70.9% | $6,165-67.7% | $4,741-58.1% |
| Participant deferral / active EE | $12,219 | $8,986+36.0% | $8,363+46.1% | $6,401+90.9% |
| Admin fee / account holder | $307 | $13,780-97.8% | $11,613-97.4% | $11,429-97.3% |