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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 | $110,952 | $138,076-19.6% | $123,553-10.2% | $135,380-18.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -10.20% | 153.70%-163.9pp | 119.21%-129.4pp | 519.81%-530.0pp |
| Employer contribution / active EE | $4,427 | $5,152-14.1% | $4,628-4.3% | $4,779-7.4% |
| Participant deferral / active EE | $10,635 | $6,800+56.4% | $6,426+65.5% | $5,609+89.6% |
| Admin fee / account holder | $2,535 | $10,917-76.8% | $9,284-72.7% | $10,828-76.6% |