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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 | $101,446 | $71,208+42.5% | $93,681+8.3% | $80,911+25.4% |
| Participation rate | 53.1% | 60.4%-7.3pp | 68.7%-15.6pp | 67.6%-14.5pp |
| Annual return | -50.01% | 11.27%-61.3pp | 133.47%-183.5pp | 35.63%-85.6pp |
| Employer contribution / active EE | $2,214 | $1,564+41.5% | $2,422-8.6% | $2,756-19.7% |
| Participant deferral / active EE | $6,268 | $4,035+55.3% | $4,415+42.0% | $4,297+45.9% |
| Admin fee / account holder | $19,597 | $6,951+181.9% | $8,290+136.4% | $6,935+182.6% |