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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 | $99,680 | $152,542-34.7% | $117,498-15.2% | $134,509-25.9% |
| Participation rate | 57.1% | 77.1%-20.0pp | 70.6%-13.5pp | 81.2%-24.1pp |
| Annual return | -22.13% | 53.02%-75.1pp | 29.75%-51.9pp | 418.13%-440.3pp |
| Employer contribution / active EE | $1,862 | $5,574-66.6% | $4,178-55.4% | $4,741-60.7% |
| Participant deferral / active EE | $4,300 | $4,819-10.8% | $4,071+5.6% | $6,400-32.8% |
| Admin fee / account holder | $671 | $7,006-90.4% | $5,646-88.1% | $11,427-94.1% |