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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 | $124,643 | $95,915+30.0% | $79,580+56.6% | $134,532-7.4% |
| Participation rate | 52.2% | 75.0%-22.9pp | 69.5%-17.3pp | 81.2%-29.1pp |
| Annual return | -20.87% | -2.71%-18.2pp | 0.15%-21.0pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,025 | $3,129-67.2% | $2,413-57.5% | $4,741-78.4% |
| Participant deferral / active EE | $2,724 | $4,693-42.0% | $3,985-31.7% | $6,401-57.4% |
| Admin fee / account holder | $10,154 | $9,132+11.2% | $6,835+48.6% | $11,429-11.2% |