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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 | $94,142 | $167,353-43.7% | $143,797-34.5% | $134,545-30.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -23.23% | 0.48%-23.7pp | -0.04%-23.2pp | 418.37%-441.6pp |
| Employer contribution / active EE | $2,018 | $5,620-64.1% | $4,952-59.3% | $4,742-57.4% |
| Participant deferral / active EE | $7,652 | $6,447+18.7% | $5,638+35.7% | $6,401+19.5% |
| Admin fee / account holder | $374 | $18,096-97.9% | $14,679-97.5% | $11,431-96.7% |