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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 | $106,456 | $190,879-44.2% | $160,009-33.5% | $134,532-20.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -28.27% | 552.63%-580.9pp | 408.85%-437.1pp | 418.27%-446.5pp |
| Employer contribution / active EE | $906 | $4,995-81.9% | $4,225-78.6% | $4,741-80.9% |
| Participant deferral / active EE | $3,269 | $6,924-52.8% | $6,183-47.1% | $6,401-48.9% |
| Admin fee / account holder | $764 | $10,495-92.7% | $8,715-91.2% | $11,429-93.3% |