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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 | $76,480 | $110,337-30.7% | $102,383-25.3% | $145,877-47.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | -21.44% | 24.83%-46.3pp | 24.94%-46.4pp | 551.28%-572.7pp |
| Employer contribution / active EE | $3,840 | $4,216-8.9% | $3,870-0.8% | $4,663-17.6% |
| Participant deferral / active EE | $4,746 | $5,621-15.6% | $5,060-6.2% | $6,691-29.1% |
| Admin fee / account holder | $1,919 | $9,750-80.3% | $8,391-77.1% | $13,402-85.7% |