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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 | $78,185 | $106,267-26.4% | $96,520-19.0% | $139,456-43.9% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | -10.80% | 38.45%-49.3pp | 35.72%-46.5pp | 373.45%-384.2pp |
| Employer contribution / active EE | $3,352 | $4,105-18.3% | $3,739-10.3% | $4,753-29.5% |
| Participant deferral / active EE | $12,196 | $5,454+123.6% | $4,879+150.0% | $6,711+81.7% |
| Admin fee / account holder | $5,546 | $7,882-29.6% | $6,733-17.6% | $11,407-51.4% |