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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 | $89,642 | $167,353-46.4% | $143,797-37.7% | $134,545-33.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -20.72% | 0.48%-21.2pp | -0.04%-20.7pp | 418.37%-439.1pp |
| Employer contribution / active EE | $2,475 | $5,620-56.0% | $4,952-50.0% | $4,742-47.8% |
| Participant deferral / active EE | $12,148 | $6,447+88.4% | $5,638+115.5% | $6,401+89.8% |
| Admin fee / account holder | $693 | $18,096-96.2% | $14,679-95.3% | $11,431-93.9% |