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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 | $65,670 | $97,027-32.3% | $83,323-21.2% | $135,382-51.5% |
| Participation rate | 25.0% | 80.4%-55.4pp | 77.8%-52.8pp | 82.6%-57.6pp |
| Annual return | -10.27% | 12.31%-22.6pp | 10.63%-20.9pp | 519.77%-530.0pp |
| Employer contribution / active EE | $861 | $4,143-79.2% | $3,379-74.5% | $4,779-82.0% |
| Participant deferral / active EE | $2,104 | $5,964-64.7% | $5,565-62.2% | $5,609-62.5% |
| Admin fee / account holder | $1,865 | $8,427-77.9% | $7,539-75.3% | $10,829-82.8% |