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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 | $63,052 | $165,399-61.9% | $149,745-57.9% | $158,982-60.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | -1.70% | 348.34%-350.0pp | 276.72%-278.4pp | 302.99%-304.7pp |
| Employer contribution / active EE | $2,171 | $5,105-57.5% | $4,646-53.3% | $4,763-54.4% |
| Participant deferral / active EE | $7,726 | $7,183+7.6% | $6,843+12.9% | $5,983+29.1% |
| Admin fee / account holder | $597 | $10,811-94.5% | $9,312-93.6% | $11,252-94.7% |