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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 | $61,651 | $113,941-45.9% | $94,229-34.6% | $125,389-50.8% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -3.54% | 5.29%-8.8pp | 10.68%-14.2pp | 282.24%-285.8pp |
| Employer contribution / active EE | $1,817 | $4,727-61.6% | $3,587-49.3% | $4,866-62.7% |
| Participant deferral / active EE | $6,222 | $5,179+20.1% | $4,320+44.0% | $5,352+16.3% |
| Admin fee / account holder | $407 | $8,392-95.1% | $6,269-93.5% | $9,541-95.7% |