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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 | $60,767 | $108,825-44.2% | $156,181-61.1% | $82,448-26.3% |
| Participation rate | 54.0% | 72.4%-18.4pp | 78.8%-24.9pp | 68.1%-14.1pp |
| Annual return | -10.37% | 20.59%-31.0pp | 64.87%-75.2pp | 41.64%-52.0pp |
| Employer contribution / active EE | $7,707 | $2,870+168.5% | $4,294+79.5% | $2,551+202.1% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,130 | $9,341-87.9% | $14,586-92.3% | $7,234-84.4% |