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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 | $117,266 | $134,001-12.5% | $112,258+4.5% | $134,509-12.8% |
| Participation rate | 68.2% | 78.6%-10.4pp | 75.1%-6.9pp | 81.2%-13.0pp |
| Annual return | -21.78% | 47.15%-68.9pp | 27.47%-49.3pp | 418.13%-439.9pp |
| Employer contribution / active EE | $4,526 | $4,039+12.0% | $3,636+24.5% | $4,741-4.5% |
| Participant deferral / active EE | $13,558 | $5,291+156.2% | $4,728+186.7% | $6,400+111.8% |
| Admin fee / account holder | $97,692 | $7,491+1204.2% | $6,411+1423.7% | $11,427+754.9% |