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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 | $69,464 | $133,981-48.2% | $112,249-38.1% | $134,532-48.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -21.16% | 47.16%-68.3pp | 27.48%-48.6pp | 418.27%-439.4pp |
| Employer contribution / active EE | $1,506 | $4,040-62.7% | $3,636-58.6% | $4,741-68.2% |
| Participant deferral / active EE | $3,577 | $5,292-32.4% | $4,729-24.4% | $6,401-44.1% |
| Admin fee / account holder | $3,740 | $7,492-50.1% | $6,412-41.7% | $11,429-67.3% |