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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 | $64,663 | $91,537-29.4% | $130,045-50.3% | $75,173-14.0% |
| Participation rate | 57.5% | 71.5%-14.0pp | 78.5%-21.0pp | 67.2%-9.7pp |
| Annual return | 11.56% | -631.55%+643.1pp | -137.30%+148.9pp | 160.72%-149.2pp |
| Employer contribution / active EE | $1,929 | $2,845-32.2% | $4,321-55.4% | $2,671-27.8% |
| Participant deferral / active EE | $2,389 | $4,343-45.0% | $5,820-58.9% | $4,126-42.1% |
| Admin fee / account holder | $2,073 | $6,780-69.4% | $10,600-80.4% | $5,651-63.3% |