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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 | $90,996 | $133,981-32.1% | $112,249-18.9% | $134,532-32.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -21.73% | 47.16%-68.9pp | 27.48%-49.2pp | 418.27%-440.0pp |
| Employer contribution / active EE | $1,292 | $4,040-68.0% | $3,636-64.5% | $4,741-72.8% |
| Participant deferral / active EE | $10,897 | $5,292+105.9% | $4,729+130.4% | $6,401+70.2% |
| Admin fee / account holder | $1,643 | $7,492-78.1% | $6,412-74.4% | $11,429-85.6% |