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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 | $103,023 | $167,362-38.4% | $143,799-28.4% | $134,532-23.4% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -20.36% | 0.47%-20.8pp | -0.04%-20.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $4,977 | $5,620-11.5% | $4,952+0.5% | $4,741+5.0% |
| Participant deferral / active EE | $5,788 | $6,447-10.2% | $5,638+2.7% | $6,401-9.6% |
| Admin fee / account holder | $747 | $18,094-95.9% | $14,677-94.9% | $11,429-93.5% |