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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 | $61,524 | $106,918-42.5% | $84,021-26.8% | $152,897-59.8% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.5%-20.0pp |
| Annual return | -13.03% | 105.01%-118.0pp | 71.32%-84.3pp | 345.43%-358.5pp |
| Employer contribution / active EE | $432 | $2,735-84.2% | $1,984-78.2% | $4,764-90.9% |
| Participant deferral / active EE | $2,193 | $4,012-45.3% | $3,239-32.3% | $5,851-62.5% |
| Admin fee / account holder | $434 | $8,288-94.8% | $6,102-92.9% | $11,599-96.3% |