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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 | $67,009 | $97,881-31.5% | $80,004-16.2% | $125,389-46.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 73.0%-23.0pp | 83.2%-33.2pp |
| Annual return | -5.22% | 9.36%-14.6pp | 7.63%-12.9pp | 282.24%-287.5pp |
| Employer contribution / active EE | $1,689 | $3,128-46.0% | $2,473-31.7% | $4,866-65.3% |
| Participant deferral / active EE | $6,576 | $3,744+75.6% | $3,204+105.3% | $5,352+22.9% |
| Admin fee / account holder | $2,362 | $6,278-62.4% | $5,033-53.1% | $9,541-75.2% |