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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 | $126,367 | $110,410+14.5% | $102,437+23.4% | $145,897-13.4% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.8pp |
| Annual return | -54.90% | 24.85%-79.7pp | 24.95%-79.8pp | 552.29%-607.2pp |
| Employer contribution / active EE | $1,376 | $4,217-67.4% | $3,871-64.5% | $4,663-70.5% |
| Participant deferral / active EE | $5,265 | $5,622-6.3% | $5,060+4.0% | $6,689-21.3% |
| Admin fee / account holder | $1,574 | $9,745-83.8% | $8,388-81.2% | $13,390-88.2% |