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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 | $91,917 | $167,362-45.1% | $143,799-36.1% | $134,532-31.7% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -21.10% | 0.47%-21.6pp | -0.04%-21.1pp | 418.27%-439.4pp |
| Employer contribution / active EE | $1,782 | $5,620-68.3% | $4,952-64.0% | $4,741-62.4% |
| Participant deferral / active EE | $5,803 | $6,447-10.0% | $5,638+2.9% | $6,401-9.3% |
| Admin fee / account holder | $3,069 | $18,094-83.0% | $14,677-79.1% | $11,429-73.1% |