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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 | $75,153 | $105,866-29.0% | $90,766-17.2% | $134,545-44.1% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -22.03% | -10.99%-11.0pp | -12.16%-9.9pp | 418.37%-440.4pp |
| Employer contribution / active EE | $904 | $3,464-73.9% | $2,922-69.1% | $4,742-80.9% |
| Participant deferral / active EE | $6,902 | $5,217+32.3% | $4,565+51.2% | $6,401+7.8% |
| Admin fee / account holder | $1,427 | $13,938-89.8% | $8,446-83.1% | $11,431-87.5% |