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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 | $77,427 | $167,362-53.7% | $143,799-46.2% | $134,532-42.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -26.79% | 0.47%-27.3pp | -0.04%-26.7pp | 418.27%-445.1pp |
| Employer contribution / active EE | $2,057 | $5,620-63.4% | $4,952-58.5% | $4,741-56.6% |
| Participant deferral / active EE | $8,709 | $6,447+35.1% | $5,638+54.5% | $6,401+36.1% |
| Admin fee / account holder | $4,340 | $18,094-76.0% | $14,677-70.4% | $11,429-62.0% |