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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 | $113,489 | $82,674+37.3% | $125,363-9.5% | $68,495+65.7% |
| Participation rate | 48.1% | 75.0%-26.9pp | 82.4%-34.2pp | 67.9%-19.7pp |
| Annual return | -19.93% | -5.97%-14.0pp | 572.15%-592.1pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,370 | $3,382-59.5% | $4,815-71.5% | $2,596-47.2% |
| Participant deferral / active EE | $3,590 | $6,111-41.3% | $7,447-51.8% | $4,028-10.9% |
| Admin fee / account holder | $961 | $6,276-84.7% | $10,005-90.4% | $5,403-82.2% |