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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 | $72,671 | $167,362-56.6% | $143,799-49.5% | $134,532-46.0% |
| Participation rate | 64.3% | 84.8%-20.5pp | 80.3%-16.0pp | 81.2%-16.9pp |
| Annual return | -21.82% | 0.47%-22.3pp | -0.04%-21.8pp | 418.27%-440.1pp |
| Employer contribution / active EE | $2,263 | $5,620-59.7% | $4,952-54.3% | $4,741-52.3% |
| Participant deferral / active EE | $3,374 | $6,447-47.7% | $5,638-40.2% | $6,401-47.3% |
| Admin fee / account holder | $3,479 | $18,094-80.8% | $14,677-76.3% | $11,429-69.6% |