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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 | $101,512 | $113,941-10.9% | $94,229+7.7% | $125,389-19.0% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -3.54% | 5.29%-8.8pp | 10.68%-14.2pp | 282.24%-285.8pp |
| Employer contribution / active EE | $4,211 | $4,727-10.9% | $3,587+17.4% | $4,866-13.5% |
| Participant deferral / active EE | $6,750 | $5,179+30.3% | $4,320+56.2% | $5,352+26.1% |
| Admin fee / account holder | $4,494 | $8,392-46.4% | $6,269-28.3% | $9,541-52.9% |