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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 | $72,018 | $127,100-43.3% | $105,738-31.9% | $135,379-46.8% |
| Participation rate | 61.5% | 82.7%-21.2pp | 76.3%-14.8pp | 82.6%-21.1pp |
| Annual return | -8.60% | 4.49%-13.1pp | 6.27%-14.9pp | 519.79%-528.4pp |
| Employer contribution / active EE | $1,035 | $4,107-74.8% | $3,268-68.3% | $4,779-78.3% |
| Participant deferral / active EE | $1,594 | $5,064-68.5% | $4,080-60.9% | $5,609-71.6% |
| Admin fee / account holder | $1,126 | $9,087-87.6% | $6,913-83.7% | $10,828-89.6% |