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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 | $121,385 | $138,075-12.1% | $123,552-1.8% | $135,379-10.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -12.49% | 153.70%-166.2pp | 119.20%-131.7pp | 519.79%-532.3pp |
| Employer contribution / active EE | $6,547 | $5,152+27.1% | $4,628+41.5% | $4,779+37.0% |
| Participant deferral / active EE | $9,250 | $6,800+36.0% | $6,426+43.9% | $5,609+64.9% |
| Admin fee / account holder | $2,078 | $10,917-81.0% | $9,285-77.6% | $10,828-80.8% |