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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 | $87,246 | $100,811-13.5% | $86,698+0.6% | $134,545-35.2% |
| Participation rate | 62.5% | 79.0%-16.5pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -24.08% | 29.11%-53.2pp | 35.96%-60.0pp | 418.37%-442.5pp |
| Employer contribution / active EE | $1,638 | $3,490-53.1% | $2,837-42.3% | $4,742-65.4% |
| Participant deferral / active EE | $2,417 | $5,339-54.7% | $4,656-48.1% | $6,401-62.2% |
| Admin fee / account holder | $471 | $10,926-95.7% | $7,492-93.7% | $11,431-95.9% |