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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 | $88,185 | $167,362-47.3% | $143,799-38.7% | $134,532-34.5% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -20.31% | 0.47%-20.8pp | -0.04%-20.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $1,903 | $5,620-66.1% | $4,952-61.6% | $4,741-59.9% |
| Participant deferral / active EE | $4,842 | $6,447-24.9% | $5,638-14.1% | $6,401-24.4% |
| Admin fee / account holder | $34,462 | $18,094+90.5% | $14,677+134.8% | $11,429+201.5% |