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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 | $63,067 | $91,537-31.1% | $130,045-51.5% | $75,173-16.1% |
| Participation rate | 56.1% | 71.5%-15.4pp | 78.5%-22.4pp | 67.2%-11.1pp |
| Annual return | 8.90% | -631.55%+640.4pp | -137.30%+146.2pp | 160.72%-151.8pp |
| Employer contribution / active EE | $1,621 | $2,845-43.0% | $4,321-62.5% | $2,671-39.3% |
| Participant deferral / active EE | $2,961 | $4,343-31.8% | $5,820-49.1% | $4,126-28.2% |
| Admin fee / account holder | $1,461 | $6,780-78.4% | $10,600-86.2% | $5,651-74.1% |