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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 | $72,857 | $124,314-41.4% | $109,163-33.3% | $167,518-56.5% |
| Participation rate | 10.0% | 79.4%-69.4pp | 75.9%-65.9pp | 82.1%-72.1pp |
| Annual return | -11.94% | 26.04%-38.0pp | 25.75%-37.7pp | 478.71%-490.6pp |
| Employer contribution / active EE | $3,153 | $4,209-25.1% | $3,723-15.3% | $4,838-34.8% |
| Participant deferral / active EE | $1,981 | $5,256-62.3% | $4,654-57.4% | $6,342-68.8% |
| Admin fee / account holder | $14,412 | $7,973+80.8% | $6,754+113.4% | $12,312+17.0% |