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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 | $58,210 | $165,381-64.8% | $149,730-61.1% | $158,966-63.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | -3.91% | 348.29%-352.2pp | 276.70%-280.6pp | 302.95%-306.9pp |
| Employer contribution / active EE | $3,169 | $5,104-37.9% | $4,645-31.8% | $4,762-33.5% |
| Participant deferral / active EE | $11,340 | $7,182+57.9% | $6,843+65.7% | $5,983+89.5% |
| Admin fee / account holder | $5,159 | $10,809-52.3% | $9,310-44.6% | $11,250-54.1% |