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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 | $101,453 | $142,361-28.7% | $119,608-15.2% | $134,509-24.6% |
| Participation rate | 38.5% | 82.8%-44.4pp | 79.3%-40.8pp | 81.2%-42.8pp |
| Annual return | -21.59% | -12.46%-9.1pp | -14.98%-6.6pp | 418.13%-439.7pp |
| Employer contribution / active EE | $2,191 | $5,224-58.1% | $4,232-48.2% | $4,741-53.8% |
| Participant deferral / active EE | $5,364 | $6,468-17.1% | $5,601-4.2% | $6,400-16.2% |
| Admin fee / account holder | $1,089 | $13,588-92.0% | $10,326-89.5% | $11,427-90.5% |