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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 | $64,782 | $167,353-61.3% | $143,797-54.9% | $134,545-51.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -27.16% | 0.48%-27.6pp | -0.04%-27.1pp | 418.37%-445.5pp |
| Employer contribution / active EE | $2,503 | $5,620-55.5% | $4,952-49.5% | $4,742-47.2% |
| Participant deferral / active EE | $11,225 | $6,447+74.1% | $5,638+99.1% | $6,401+75.4% |
| Admin fee / account holder | $6,254 | $18,096-65.4% | $14,679-57.4% | $11,431-45.3% |