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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 | $106,710 | $133,981-20.4% | $112,249-4.9% | $134,532-20.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -24.30% | 47.16%-71.5pp | 27.48%-51.8pp | 418.27%-442.6pp |
| Employer contribution / active EE | $1,416 | $4,040-64.9% | $3,636-61.1% | $4,741-70.1% |
| Participant deferral / active EE | $8,200 | $5,292+55.0% | $4,729+73.4% | $6,401+28.1% |
| Admin fee / account holder | $1,290 | $7,492-82.8% | $6,412-79.9% | $11,429-88.7% |