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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 | $42,554 | $174,379-75.6% | $152,093-72.0% | $138,895-69.4% |
| Participation rate | 68.2% | 81.6%-13.5pp | 77.8%-9.6pp | 79.9%-11.7pp |
| Annual return | -70.56% | 74.86%-145.4pp | 66.36%-136.9pp | 145.39%-216.0pp |
| Employer contribution / active EE | $1,160 | $4,652-75.1% | $4,175-72.2% | $4,194-72.3% |
| Participant deferral / active EE | $2,473 | $6,159-59.8% | $5,451-54.6% | $6,396-61.3% |
| Admin fee / account holder | $1,892 | $16,880-88.8% | $14,497-87.0% | $12,562-84.9% |