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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 | $91,731 | $167,362-45.2% | $143,799-36.2% | $134,532-31.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -22.65% | 0.47%-23.1pp | -0.04%-22.6pp | 418.27%-440.9pp |
| Employer contribution / active EE | $2,073 | $5,620-63.1% | $4,952-58.1% | $4,741-56.3% |
| Participant deferral / active EE | $5,730 | $6,447-11.1% | $5,638+1.6% | $6,401-10.5% |
| Admin fee / account holder | $18,342 | $18,094+1.4% | $14,677+25.0% | $11,429+60.5% |