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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 | $59,586 | $92,219-35.4% | $76,767-22.4% | $135,380-56.0% |
| Participation rate | 64.3% | 79.8%-15.5pp | 77.0%-12.7pp | 82.6%-18.4pp |
| Annual return | -9.61% | 5.46%-15.1pp | 2.43%-12.0pp | 519.81%-529.4pp |
| Employer contribution / active EE | $1,012 | $3,216-68.5% | $2,485-59.3% | $4,779-78.8% |
| Participant deferral / active EE | $3,222 | $4,508-28.5% | $3,852-16.4% | $5,609-42.6% |
| Admin fee / account holder | $1,086 | $10,749-89.9% | $6,675-83.7% | $10,828-90.0% |