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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 | $86,402 | $167,504-48.4% | $151,628-43.0% | $134,509-35.8% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.5%-29.2pp | 81.2%-22.9pp |
| Annual return | -21.14% | 7.81%-28.9pp | 3.34%-24.5pp | 418.13%-439.3pp |
| Employer contribution / active EE | $3,606 | $6,828-47.2% | $6,165-41.5% | $4,741-23.9% |
| Participant deferral / active EE | $6,170 | $8,985-31.3% | $8,363-26.2% | $6,400-3.6% |
| Admin fee / account holder | $9,186 | $13,779-33.3% | $11,613-20.9% | $11,427-19.6% |