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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 | $63,308 | $140,578-55.0% | $100,671-37.1% | $125,388-49.5% |
| Participation rate | 64.7% | 80.4%-15.7pp | 70.7%-6.0pp | 83.2%-18.5pp |
| Annual return | -3.76% | 24.67%-28.4pp | 20.43%-24.2pp | 282.24%-286.0pp |
| Employer contribution / active EE | $2,067 | $5,965-65.3% | $4,012-48.5% | $4,866-57.5% |
| Participant deferral / active EE | $3,835 | $3,981-3.7% | $3,144+22.0% | $5,352-28.3% |
| Admin fee / account holder | $1,828 | $6,716-72.8% | $4,850-62.3% | $9,541-80.8% |