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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 | $56,980 | $167,353-66.0% | $143,797-60.4% | $134,545-57.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -22.84% | 0.48%-23.3pp | -0.04%-22.8pp | 418.37%-441.2pp |
| Employer contribution / active EE | $2,492 | $5,620-55.7% | $4,952-49.7% | $4,742-47.4% |
| Participant deferral / active EE | $7,512 | $6,447+16.5% | $5,638+33.2% | $6,401+17.4% |
| Admin fee / account holder | $1,540 | $18,096-91.5% | $14,679-89.5% | $11,431-86.5% |