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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 | $111,814+13.0% | $103,378+22.2% | $145,978-13.4% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | -54.90% | 24.80%-79.7pp | 24.91%-79.8pp | 550.52%-605.4pp |
| Employer contribution / active EE | $1,376 | $4,215-67.4% | $3,870-64.5% | $4,662-70.5% |
| Participant deferral / active EE | $5,265 | $5,618-6.3% | $5,058+4.1% | $6,690-21.3% |
| Admin fee / account holder | $1,574 | $9,764-83.9% | $8,401-81.3% | $13,400-88.3% |