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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 | $106,283 | $95,915+10.8% | $79,580+33.6% | $134,532-21.0% |
| Participation rate | 65.0% | 75.0%-10.0pp | 69.5%-4.5pp | 81.2%-16.2pp |
| Annual return | -22.02% | -2.71%-19.3pp | 0.15%-22.2pp | 418.27%-440.3pp |
| Employer contribution / active EE | $793 | $3,129-74.6% | $2,413-67.1% | $4,741-83.3% |
| Participant deferral / active EE | $4,322 | $4,693-7.9% | $3,985+8.5% | $6,401-32.5% |
| Admin fee / account holder | $3,831 | $9,132-58.1% | $6,835-44.0% | $11,429-66.5% |