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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 | $127,502 | $95,915+32.9% | $79,580+60.2% | $134,532-5.2% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -24.60% | -2.71%-21.9pp | 0.15%-24.8pp | 418.27%-442.9pp |
| Employer contribution / active EE | $1,249 | $3,129-60.1% | $2,413-48.2% | $4,741-73.6% |
| Participant deferral / active EE | $2,928 | $4,693-37.6% | $3,985-26.5% | $6,401-54.3% |
| Admin fee / account holder | $1,443 | $9,132-84.2% | $6,835-78.9% | $11,429-87.4% |