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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 | $101,163 | $95,917+5.5% | $79,583+27.1% | $134,545-24.8% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -25.41% | -2.70%-22.7pp | 0.16%-25.6pp | 418.37%-443.8pp |
| Employer contribution / active EE | $1,294 | $3,129-58.7% | $2,414-46.4% | $4,742-72.7% |
| Participant deferral / active EE | $4,558 | $4,694-2.9% | $3,986+14.4% | $6,401-28.8% |
| Admin fee / account holder | $12,149 | $9,132+33.0% | $6,835+77.7% | $11,431+6.3% |