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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 | $112,626 | $133,998-15.9% | $112,263+0.3% | $134,545-16.3% |
| Participation rate | 61.1% | 78.6%-17.4pp | 75.1%-14.0pp | 81.2%-20.1pp |
| Annual return | -26.66% | 47.17%-73.8pp | 27.49%-54.1pp | 418.37%-445.0pp |
| Employer contribution / active EE | $2,092 | $4,040-48.2% | $3,636-42.5% | $4,742-55.9% |
| Participant deferral / active EE | $3,453 | $5,292-34.8% | $4,729-27.0% | $6,401-46.1% |
| Admin fee / account holder | $8,676 | $7,493+15.8% | $6,410+35.3% | $11,431-24.1% |