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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 | $97,618 | $142,392-31.4% | $119,622-18.4% | $134,532-27.4% |
| Participation rate | 63.2% | 82.8%-19.7pp | 79.3%-16.1pp | 81.2%-18.1pp |
| Annual return | -20.26% | -12.46%-7.8pp | -14.98%-5.3pp | 418.27%-438.5pp |
| Employer contribution / active EE | $1,898 | $5,224-63.7% | $4,232-55.2% | $4,741-60.0% |
| Participant deferral / active EE | $4,425 | $6,467-31.6% | $5,601-21.0% | $6,401-30.9% |
| Admin fee / account holder | $1,133 | $13,593-91.7% | $10,328-89.0% | $11,429-90.1% |