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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 | $90,875 | $167,352-45.7% | $143,788-36.8% | $134,509-32.4% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -29.06% | 0.47%-29.5pp | -0.03%-29.0pp | 418.13%-447.2pp |
| Employer contribution / active EE | $1,260 | $5,620-77.6% | $4,952-74.6% | $4,741-73.4% |
| Participant deferral / active EE | $3,247 | $6,447-49.6% | $5,638-42.4% | $6,400-49.3% |
| Admin fee / account holder | $25,488 | $18,091+40.9% | $14,675+73.7% | $11,427+123.1% |