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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 | $94,660 | $167,362-43.4% | $143,799-34.2% | $134,532-29.6% |
| Participation rate | 52.6% | 84.8%-32.2pp | 80.3%-27.7pp | 81.2%-28.6pp |
| Annual return | -20.69% | 0.47%-21.2pp | -0.04%-20.6pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,596 | $5,620-71.6% | $4,952-67.8% | $4,741-66.3% |
| Participant deferral / active EE | $6,451 | $6,447+0.1% | $5,638+14.4% | $6,401+0.8% |
| Admin fee / account holder | $4,318 | $18,094-76.1% | $14,677-70.6% | $11,429-62.2% |