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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 | $58,569 | $167,522-65.0% | $151,639-61.4% | $134,532-56.5% |
| Participation rate | 61.5% | 88.4%-26.8pp | 87.5%-26.0pp | 81.2%-19.7pp |
| Annual return | -22.52% | 7.81%-30.3pp | 3.34%-25.9pp | 418.27%-440.8pp |
| Employer contribution / active EE | $10,001 | $6,828+46.5% | $6,165+62.2% | $4,741+110.9% |
| Participant deferral / active EE | $15,614 | $8,986+73.8% | $8,363+86.7% | $6,401+143.9% |
| Admin fee / account holder | $6,356 | $13,780-53.9% | $11,613-45.3% | $11,429-44.4% |