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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 | $68,700 | $105,866-35.1% | $90,766-24.3% | $134,545-48.9% |
| Participation rate | 66.7% | 78.3%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -20.87% | -10.99%-9.9pp | -12.16%-8.7pp | 418.37%-439.2pp |
| Employer contribution / active EE | $1,878 | $3,464-45.8% | $2,922-35.7% | $4,742-60.4% |
| Participant deferral / active EE | $3,189 | $5,217-38.9% | $4,565-30.2% | $6,401-50.2% |
| Admin fee / account holder | $1,114 | $13,938-92.0% | $8,446-86.8% | $11,431-90.3% |