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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 | $121,827 | $138,075-11.8% | $123,552-1.4% | $135,379-10.0% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -10.86% | 153.70%-164.6pp | 119.20%-130.1pp | 519.79%-530.7pp |
| Employer contribution / active EE | $2,947 | $5,152-42.8% | $4,628-36.3% | $4,779-38.3% |
| Participant deferral / active EE | $7,836 | $6,800+15.2% | $6,426+22.0% | $5,609+39.7% |
| Admin fee / account holder | $1,388 | $10,917-87.3% | $9,285-85.1% | $10,828-87.2% |