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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 | $67,804 | $103,038-34.2% | $90,324-24.9% | $152,909-55.7% |
| Participation rate | 64.3% | 75.9%-11.6pp | 73.3%-9.0pp | 82.5%-18.2pp |
| Annual return | 0.61% | 95.25%-94.6pp | 78.15%-77.5pp | 345.46%-344.9pp |
| Employer contribution / active EE | $909 | $3,141-71.1% | $2,856-68.2% | $4,764-80.9% |
| Participant deferral / active EE | $4,930 | $4,282+15.1% | $3,885+26.9% | $5,851-15.7% |
| Admin fee / account holder | $8,292 | $6,177+34.2% | $5,356+54.8% | $11,601-28.5% |