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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 | $112,116 | $96,491+16.2% | $75,894+47.7% | $152,885-26.7% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.3%-29.3pp | 82.5%-42.5pp |
| Annual return | -37.54% | 33.98%-71.5pp | 30.76%-68.3pp | 345.39%-382.9pp |
| Employer contribution / active EE | $1,320 | $3,310-60.1% | $2,501-47.2% | $4,763-72.3% |
| Participant deferral / active EE | $10,000 | $4,553+119.6% | $3,603+177.5% | $5,851+70.9% |
| Admin fee / account holder | $367 | $8,079-95.5% | $5,420-93.2% | $11,598-96.8% |