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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 | $122,320 | $142,361-14.1% | $119,608+2.3% | $134,509-9.1% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -22.05% | -12.46%-9.6pp | -14.98%-7.1pp | 418.13%-440.2pp |
| Employer contribution / active EE | $1,353 | $5,224-74.1% | $4,232-68.0% | $4,741-71.5% |
| Participant deferral / active EE | $4,674 | $6,468-27.7% | $5,601-16.6% | $6,400-27.0% |
| Admin fee / account holder | $2,242 | $13,588-83.5% | $10,326-78.3% | $11,427-80.4% |