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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 | $72,363 | $90,448-20.0% | $93,786-22.8% | $134,545-46.2% |
| Participation rate | 64.3% | 82.0%-17.7pp | 81.0%-16.7pp | 81.2%-16.9pp |
| Annual return | -22.84% | -15.71%-7.1pp | -11.32%-11.5pp | 418.37%-441.2pp |
| Employer contribution / active EE | $1,743 | $4,349-59.9% | $4,328-59.7% | $4,742-63.2% |
| Participant deferral / active EE | $5,921 | $5,983-1.0% | $6,100-2.9% | $6,401-7.5% |
| Admin fee / account holder | $1,035 | $9,232-88.8% | $7,184-85.6% | $11,431-90.9% |