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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 | $111,184 | $133,998-17.0% | $112,263-1.0% | $134,545-17.4% |
| Participation rate | 63.2% | 78.6%-15.4pp | 75.1%-11.9pp | 81.2%-18.1pp |
| Annual return | -23.26% | 47.17%-70.4pp | 27.49%-50.7pp | 418.37%-441.6pp |
| Employer contribution / active EE | $3,947 | $4,040-2.3% | $3,636+8.6% | $4,742-16.7% |
| Participant deferral / active EE | $2,323 | $5,292-56.1% | $4,729-50.9% | $6,401-63.7% |
| Admin fee / account holder | $27,532 | $7,493+267.4% | $6,410+329.5% | $11,431+140.9% |