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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 | $85,405 | $100,811-15.3% | $86,698-1.5% | $134,545-36.5% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -25.19% | 29.11%-54.3pp | 35.96%-61.2pp | 418.37%-443.6pp |
| Employer contribution / active EE | $2,203 | $3,490-36.9% | $2,837-22.4% | $4,742-53.5% |
| Participant deferral / active EE | $6,448 | $5,339+20.8% | $4,656+38.5% | $6,401+0.7% |
| Admin fee / account holder | $6,234 | $10,926-42.9% | $7,492-16.8% | $11,431-45.5% |