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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 | $89,948 | $106,247-15.3% | $96,515-6.8% | $139,466-35.5% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | -6.91% | 38.47%-45.4pp | 35.73%-42.6pp | 373.66%-380.6pp |
| Employer contribution / active EE | $1,771 | $4,106-56.9% | $3,740-52.6% | $4,754-62.7% |
| Participant deferral / active EE | $3,328 | $5,456-39.0% | $4,880-31.8% | $6,712-50.4% |
| Admin fee / account holder | $36,348 | $7,885+361.0% | $6,735+439.7% | $11,409+218.6% |