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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 | $127,262 | $100,805+26.2% | $86,698+46.8% | $134,532-5.4% |
| Participation rate | 68.4% | 79.0%-10.5pp | 76.6%-8.2pp | 81.2%-12.8pp |
| Annual return | -22.76% | 29.09%-51.8pp | 35.95%-58.7pp | 418.27%-441.0pp |
| Employer contribution / active EE | $1,770 | $3,490-49.3% | $2,837-37.6% | $4,741-62.7% |
| Participant deferral / active EE | $4,256 | $5,339-20.3% | $4,656-8.6% | $6,401-33.5% |
| Admin fee / account holder | $10,317 | $10,925-5.6% | $7,493+37.7% | $11,429-9.7% |