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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 | $113,512 | $131,835-13.9% | $108,582+4.5% | $273,972-58.6% |
| Participation rate | 63.2% | 83.5%-20.3pp | 79.6%-16.4pp | 83.0%-19.9pp |
| Annual return | 2.03% | -91.57%+93.6pp | -51.70%+53.7pp | 41.46%-39.4pp |
| Employer contribution / active EE | $906 | $4,913-81.6% | $3,758-75.9% | $4,869-81.4% |
| Participant deferral / active EE | $5,183 | $5,127+1.1% | $4,311+20.2% | $5,287-2.0% |
| Admin fee / account holder | $15,673 | $10,253+52.9% | $7,645+105.0% | $10,133+54.7% |