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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 | $134,001-20.4% | $112,258-4.9% | $134,509-20.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -24.30% | 47.15%-71.4pp | 27.47%-51.8pp | 418.13%-442.4pp |
| Employer contribution / active EE | $1,416 | $4,039-64.9% | $3,636-61.1% | $4,741-70.1% |
| Participant deferral / active EE | $8,200 | $5,291+55.0% | $4,728+73.4% | $6,400+28.1% |
| Admin fee / account holder | $1,290 | $7,491-82.8% | $6,411-79.9% | $11,427-88.7% |