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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 | $81,445 | $100,811-19.2% | $86,698-6.1% | $134,545-39.5% |
| Participation rate | 62.5% | 79.0%-16.5pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -22.80% | 29.11%-51.9pp | 35.96%-58.8pp | 418.37%-441.2pp |
| Employer contribution / active EE | $934 | $3,490-73.3% | $2,837-67.1% | $4,742-80.3% |
| Participant deferral / active EE | $5,924 | $5,339+11.0% | $4,656+27.2% | $6,401-7.5% |
| Admin fee / account holder | $775 | $10,926-92.9% | $7,492-89.7% | $11,431-93.2% |