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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 | $105,791 | $138,076-23.4% | $123,553-14.4% | $135,380-21.9% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -9.58% | 153.70%-163.3pp | 119.21%-128.8pp | 519.81%-529.4pp |
| Employer contribution / active EE | $1,856 | $5,152-64.0% | $4,628-59.9% | $4,779-61.2% |
| Participant deferral / active EE | $5,470 | $6,800-19.6% | $6,426-14.9% | $5,609-2.5% |
| Admin fee / account holder | $7,586 | $10,917-30.5% | $9,284-18.3% | $10,828-29.9% |