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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 | $99,462 | $133,998-25.8% | $112,263-11.4% | $134,545-26.1% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -20.90% | 47.17%-68.1pp | 27.49%-48.4pp | 418.37%-439.3pp |
| Employer contribution / active EE | $4,188 | $4,040+3.7% | $3,636+15.2% | $4,742-11.7% |
| Participant deferral / active EE | $7,842 | $5,292+48.2% | $4,729+65.8% | $6,401+22.5% |
| Admin fee / account holder | $2,994 | $7,493-60.0% | $6,410-53.3% | $11,431-73.8% |