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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 | $50,912 | $142,361-64.2% | $119,608-57.4% | $134,509-62.1% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -21.62% | -12.46%-9.2pp | -14.98%-6.6pp | 418.13%-439.8pp |
| Employer contribution / active EE | $2,200 | $5,224-57.9% | $4,232-48.0% | $4,741-53.6% |
| Participant deferral / active EE | $3,046 | $6,468-52.9% | $5,601-45.6% | $6,400-52.4% |
| Admin fee / account holder | $923 | $13,588-93.2% | $10,326-91.1% | $11,427-91.9% |