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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 | $67,906 | $162,821-58.3% | $133,978-49.3% | $158,982-57.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | -3.03% | 41.95%-45.0pp | 45.10%-48.1pp | 302.99%-306.0pp |
| Employer contribution / active EE | $3,899 | $4,976-21.7% | $3,919-0.5% | $4,763-18.1% |
| Participant deferral / active EE | $5,007 | $5,910-15.3% | $5,047-0.8% | $5,983-16.3% |
| Admin fee / account holder | $663 | $11,742-94.4% | $8,930-92.6% | $11,252-94.1% |