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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 | $96,378 | $167,353-42.4% | $143,797-33.0% | $134,545-28.4% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -20.08% | 0.48%-20.6pp | -0.04%-20.0pp | 418.37%-438.4pp |
| Employer contribution / active EE | $3,853 | $5,620-31.5% | $4,952-22.2% | $4,742-18.7% |
| Participant deferral / active EE | $6,422 | $6,447-0.4% | $5,638+13.9% | $6,401+0.3% |
| Admin fee / account holder | $1,216 | $18,096-93.3% | $14,679-91.7% | $11,431-89.4% |