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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 | $108,889 | $133,981-18.7% | $112,249-3.0% | $134,532-19.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -32.14% | 47.16%-79.3pp | 27.48%-59.6pp | 418.27%-450.4pp |
| Employer contribution / active EE | $1,370 | $4,040-66.1% | $3,636-62.3% | $4,741-71.1% |
| Participant deferral / active EE | $6,218 | $5,292+17.5% | $4,729+31.5% | $6,401-2.9% |
| Admin fee / account holder | $1,003 | $7,492-86.6% | $6,412-84.4% | $11,429-91.2% |