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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 | $84,141 | $211,946-60.3% | $169,452-50.3% | $135,380-37.8% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -10.14% | 3.26%-13.4pp | 1.83%-12.0pp | 519.81%-529.9pp |
| Employer contribution / active EE | $2,200 | $5,117-57.0% | $4,157-47.1% | $4,779-54.0% |
| Participant deferral / active EE | $3,244 | $6,075-46.6% | $5,277-38.5% | $5,609-42.2% |
| Admin fee / account holder | $3,786 | $11,472-67.0% | $9,110-58.4% | $10,828-65.0% |