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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 | $63,394 | $90,467-29.9% | $93,759-32.4% | $134,532-52.9% |
| Participation rate | 55.6% | 82.0%-26.4pp | 81.0%-25.4pp | 81.2%-25.7pp |
| Annual return | -23.36% | -15.72%-7.6pp | -11.33%-12.0pp | 418.27%-441.6pp |
| Employer contribution / active EE | $1,741 | $4,345-59.9% | $4,324-59.7% | $4,741-63.3% |
| Participant deferral / active EE | $3,659 | $5,980-38.8% | $6,096-40.0% | $6,401-42.8% |
| Admin fee / account holder | $2,993 | $9,258-67.7% | $7,197-58.4% | $11,429-73.8% |