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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 | $66,927 | $167,522-60.0% | $151,639-55.9% | $134,532-50.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -22.27% | 7.81%-30.1pp | 3.34%-25.6pp | 418.27%-440.5pp |
| Employer contribution / active EE | $4,269 | $6,828-37.5% | $6,165-30.8% | $4,741-10.0% |
| Participant deferral / active EE | $13,600 | $8,986+51.3% | $8,363+62.6% | $6,401+112.5% |
| Admin fee / account holder | $14,082 | $13,780+2.2% | $11,613+21.3% | $11,429+23.2% |