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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 | $118,101 | $61,755+91.2% | $97,161+21.6% | $80,911+46.0% |
| Participation rate | 63.4% | 63.5%-0.1pp | 72.7%-9.3pp | 67.6%-4.2pp |
| Annual return | 7.43% | -557.90%+565.3pp | 75.36%-67.9pp | 35.63%-28.2pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,554 | $3,026-15.6% | $4,265-40.1% | $4,297-40.6% |
| Admin fee / account holder | $7,572 | $5,166+46.6% | $5,647+34.1% | $6,935+9.2% |