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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 | $68,056 | $167,522-59.4% | $151,639-55.1% | $134,532-49.4% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -25.95% | 7.81%-33.8pp | 3.34%-29.3pp | 418.27%-444.2pp |
| Employer contribution / active EE | $1,838 | $6,828-73.1% | $6,165-70.2% | $4,741-61.2% |
| Participant deferral / active EE | $4,455 | $8,986-50.4% | $8,363-46.7% | $6,401-30.4% |
| Admin fee / account holder | $9,250 | $13,780-32.9% | $11,613-20.3% | $11,429-19.1% |