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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 | $95,920 | $185,312-48.2% | $161,489-40.6% | $154,746-38.0% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | -51.29% | 103.84%-155.1pp | 89.72%-141.0pp | 172.34%-223.6pp |
| Employer contribution / active EE | $1,673 | $4,769-64.9% | $4,268-60.8% | $4,379-61.8% |
| Participant deferral / active EE | $6,475 | $6,350+2.0% | $5,630+15.0% | $6,730-3.8% |
| Admin fee / account holder | $5,176 | $18,654-72.3% | $16,006-67.7% | $14,365-64.0% |