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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 | $141,742 | $167,352-15.3% | $143,788-1.4% | $134,509+5.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -21.55% | 0.47%-22.0pp | -0.03%-21.5pp | 418.13%-439.7pp |
| Employer contribution / active EE | $1,568 | $5,620-72.1% | $4,952-68.3% | $4,741-66.9% |
| Participant deferral / active EE | $3,401 | $6,447-47.3% | $5,638-39.7% | $6,400-46.9% |
| Admin fee / account holder | $916 | $18,091-94.9% | $14,675-93.8% | $11,427-92.0% |