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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 | $66,348 | $167,362-60.4% | $143,799-53.9% | $134,532-50.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -28.55% | 0.47%-29.0pp | -0.04%-28.5pp | 418.27%-446.8pp |
| Employer contribution / active EE | $3,474 | $5,620-38.2% | $4,952-29.8% | $4,741-26.7% |
| Participant deferral / active EE | $9,750 | $6,447+51.2% | $5,638+72.9% | $6,401+52.3% |
| Admin fee / account holder | $561 | $18,094-96.9% | $14,677-96.2% | $11,429-95.1% |