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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 | $65,267 | $91,198-28.4% | $178,503-63.4% | $79,856-18.3% |
| Participation rate | 43.1% | 69.2%-26.1pp | 81.9%-38.9pp | 69.6%-26.6pp |
| Annual return | -1.07% | 24.20%-25.3pp | 151.12%-152.2pp | 31.71%-32.8pp |
| Employer contribution / active EE | $1,106 | $3,257-66.1% | $5,011-77.9% | $2,471-55.3% |
| Participant deferral / active EE | $4,076 | $3,237+25.9% | $5,202-21.6% | $3,741+9.0% |
| Admin fee / account holder | $22,461 | $6,748+232.8% | $13,987+60.6% | $5,306+323.3% |