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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 | $76,646 | $211,946-63.8% | $169,452-54.8% | $135,380-43.4% |
| Participation rate | 61.1% | 82.6%-21.5pp | 77.8%-16.7pp | 82.6%-21.5pp |
| Annual return | -9.88% | 3.26%-13.1pp | 1.83%-11.7pp | 519.81%-529.7pp |
| Employer contribution / active EE | $1,819 | $5,117-64.4% | $4,157-56.2% | $4,779-61.9% |
| Participant deferral / active EE | $3,332 | $6,075-45.2% | $5,277-36.9% | $5,609-40.6% |
| Admin fee / account holder | $940 | $11,472-91.8% | $9,110-89.7% | $10,828-91.3% |