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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 | $91,471 | $167,352-45.3% | $143,788-36.4% | $134,509-32.0% |
| Participation rate | 53.8% | 84.8%-31.0pp | 80.3%-26.5pp | 81.2%-27.4pp |
| Annual return | -20.35% | 0.47%-20.8pp | -0.03%-20.3pp | 418.13%-438.5pp |
| Employer contribution / active EE | $3,595 | $5,620-36.0% | $4,952-27.4% | $4,741-24.2% |
| Participant deferral / active EE | $7,735 | $6,447+20.0% | $5,638+37.2% | $6,400+20.9% |
| Admin fee / account holder | $3,555 | $18,091-80.4% | $14,675-75.8% | $11,427-68.9% |