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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 | $89,293 | $172,111-48.1% | $150,298-40.6% | $137,256-34.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | -15.31% | 69.37%-84.7pp | 62.79%-78.1pp | 220.34%-235.7pp |
| Employer contribution / active EE | $1,622 | $4,636-65.0% | $4,154-61.0% | $4,156-61.0% |
| Participant deferral / active EE | $14,822 | $6,166+140.4% | $5,453+171.8% | $6,407+131.3% |
| Admin fee / account holder | $11,765 | $16,471-28.6% | $14,116-16.7% | $12,270-4.1% |