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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 | $107,814 | $112,933-4.5% | $90,970+18.5% | $158,982-32.2% |
| Participation rate | 61.1% | 74.7%-13.6pp | 69.0%-7.9pp | 82.0%-20.9pp |
| Annual return | -2.24% | 215.82%-218.1pp | 134.60%-136.8pp | 302.99%-305.2pp |
| Employer contribution / active EE | $1,701 | $2,893-41.2% | $2,122-19.8% | $4,763-64.3% |
| Participant deferral / active EE | $3,481 | $4,128-15.7% | $3,373+3.2% | $5,983-41.8% |
| Admin fee / account holder | $2,022 | $8,047-74.9% | $5,961-66.1% | $11,252-82.0% |