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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 | $67,785 | $82,314-17.7% | $68,808-1.5% | $134,532-49.6% |
| Participation rate | 42.9% | 75.1%-32.2pp | 69.0%-26.2pp | 81.2%-38.4pp |
| Annual return | -26.50% | -2.18%-24.3pp | -6.37%-20.1pp | 418.27%-444.8pp |
| Employer contribution / active EE | $2,555 | $3,301-22.6% | $2,656-3.8% | $4,741-46.1% |
| Participant deferral / active EE | $4,692 | $4,740-1.0% | $3,942+19.0% | $6,401-26.7% |
| Admin fee / account holder | $3,740 | $6,484-42.3% | $4,936-24.2% | $11,429-67.3% |