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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 | $89,285 | $211,946-57.9% | $169,452-47.3% | $135,379-34.0% |
| Participation rate | 41.7% | 82.6%-41.0pp | 77.8%-36.1pp | 82.6%-41.0pp |
| Annual return | -9.42% | 3.26%-12.7pp | 1.83%-11.2pp | 519.79%-529.2pp |
| Employer contribution / active EE | $1,107 | $5,117-78.4% | $4,157-73.4% | $4,779-76.8% |
| Participant deferral / active EE | $3,406 | $6,075-43.9% | $5,277-35.5% | $5,609-39.3% |
| Admin fee / account holder | $1,390 | $11,472-87.9% | $9,110-84.7% | $10,828-87.2% |