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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 | $60,179 | $142,392-57.7% | $119,622-49.7% | $134,532-55.3% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -26.26% | -12.46%-13.8pp | -14.98%-11.3pp | 418.27%-444.5pp |
| Employer contribution / active EE | $1,278 | $5,224-75.5% | $4,232-69.8% | $4,741-73.0% |
| Participant deferral / active EE | $2,396 | $6,467-62.9% | $5,601-57.2% | $6,401-62.6% |
| Admin fee / account holder | $638 | $13,593-95.3% | $10,328-93.8% | $11,429-94.4% |