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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 | $102,784 | $133,981-23.3% | $112,249-8.4% | $134,532-23.6% |
| Participation rate | 46.2% | 78.6%-32.4pp | 75.1%-28.9pp | 81.2%-35.1pp |
| Annual return | -21.54% | 47.16%-68.7pp | 27.48%-49.0pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,756 | $4,040-56.5% | $3,636-51.7% | $4,741-63.0% |
| Participant deferral / active EE | $2,712 | $5,292-48.7% | $4,729-42.6% | $6,401-57.6% |
| Admin fee / account holder | $45,881 | $7,492+512.4% | $6,412+615.5% | $11,429+301.5% |