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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 | $133,931 | $142,392-5.9% | $119,622+12.0% | $134,532-0.4% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -20.18% | -12.46%-7.7pp | -14.98%-5.2pp | 418.27%-438.4pp |
| Employer contribution / active EE | $3,979 | $5,224-23.8% | $4,232-6.0% | $4,741-16.1% |
| Participant deferral / active EE | $10,250 | $6,467+58.5% | $5,601+83.0% | $6,401+60.1% |
| Admin fee / account holder | $1,222 | $13,593-91.0% | $10,328-88.2% | $11,429-89.3% |