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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 | $62,800 | $92,219-31.9% | $76,767-18.2% | $135,380-53.6% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -8.95% | 5.46%-14.4pp | 2.43%-11.4pp | 519.81%-528.8pp |
| Employer contribution / active EE | $1,166 | $3,216-63.7% | $2,485-53.1% | $4,779-75.6% |
| Participant deferral / active EE | $4,269 | $4,508-5.3% | $3,852+10.8% | $5,609-23.9% |
| Admin fee / account holder | $1,168 | $10,749-89.1% | $6,675-82.5% | $10,828-89.2% |