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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 | $69,630 | $142,409-51.1% | $119,634-41.8% | $134,545-48.2% |
| Participation rate | 68.4% | 82.8%-14.4pp | 79.3%-10.8pp | 81.2%-12.8pp |
| Annual return | -21.41% | -12.46%-8.9pp | -14.98%-6.4pp | 418.37%-439.8pp |
| Employer contribution / active EE | $2,316 | $5,224-55.7% | $4,232-45.3% | $4,742-51.1% |
| Participant deferral / active EE | $3,161 | $6,468-51.1% | $5,601-43.6% | $6,401-50.6% |
| Admin fee / account holder | $331 | $13,594-97.6% | $10,329-96.8% | $11,431-97.1% |