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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 | $64,240 | $72,404-11.3% | $110,243-41.7% | $64,173+0.1% |
| Participation rate | 61.2% | 73.3%-12.1pp | 79.8%-18.6pp | 69.6%-8.4pp |
| Annual return | -8.94% | -6.29%-2.6pp | 314.76%-323.7pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,072 | $2,282-53.0% | $3,827-72.0% | $2,381-55.0% |
| Participant deferral / active EE | $3,402 | $3,469-1.9% | $4,672-27.2% | $3,470-2.0% |
| Admin fee / account holder | $882 | $5,664-84.4% | $8,548-89.7% | $4,887-82.0% |