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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 | $54,221 | $190,879-71.6% | $160,009-66.1% | $134,532-59.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -20.63% | 552.63%-573.3pp | 408.85%-429.5pp | 418.27%-438.9pp |
| Employer contribution / active EE | $3,205 | $4,995-35.8% | $4,225-24.1% | $4,741-32.4% |
| Participant deferral / active EE | $8,436 | $6,924+21.8% | $6,183+36.4% | $6,401+31.8% |
| Admin fee / account holder | $9,360 | $10,495-10.8% | $8,715+7.4% | $11,429-18.1% |