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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 | $88,469 | $168,635-47.5% | $147,617-40.1% | $125,389-29.4% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -4.49% | 77.65%-82.1pp | 61.98%-66.5pp | 282.24%-286.7pp |
| Employer contribution / active EE | $1,354 | $6,252-78.3% | $5,564-75.7% | $4,866-72.2% |
| Participant deferral / active EE | $2,750 | $5,507-50.1% | $4,895-43.8% | $5,352-48.6% |
| Admin fee / account holder | $3,949 | $13,580-70.9% | $11,612-66.0% | $9,541-58.6% |