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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 | $78,232 | $100,792-22.4% | $86,691-9.8% | $134,509-41.8% |
| Participation rate | 57.1% | 78.9%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | -22.85% | 29.08%-51.9pp | 35.94%-58.8pp | 418.13%-441.0pp |
| Employer contribution / active EE | $4,364 | $3,491+25.0% | $2,837+53.8% | $4,741-7.9% |
| Participant deferral / active EE | $7,924 | $5,339+48.4% | $4,656+70.2% | $6,400+23.8% |
| Admin fee / account holder | $704 | $10,924-93.6% | $7,492-90.6% | $11,427-93.8% |