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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 | $65,013 | $197,625-67.1% | $177,840-63.4% | $158,966-59.1% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | -7.33% | 58.76%-66.1pp | 48.32%-55.7pp | 302.95%-310.3pp |
| Employer contribution / active EE | $1,472 | $6,698-78.0% | $5,919-75.1% | $4,762-69.1% |
| Participant deferral / active EE | $3,580 | $8,405-57.4% | $7,714-53.6% | $5,983-40.2% |
| Admin fee / account holder | $6,749 | $15,405-56.2% | $12,431-45.7% | $11,250-40.0% |