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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 | $53,909 | $90,486-40.4% | $78,676-31.5% | $273,972-80.3% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | -0.59% | 75.62%-76.2pp | 62.19%-62.8pp | 41.46%-42.0pp |
| Employer contribution / active EE | $2,365 | $3,175-25.5% | $2,850-17.0% | $4,869-51.4% |
| Participant deferral / active EE | $5,245 | $3,901+34.4% | $3,517+49.1% | $5,287-0.8% |
| Admin fee / account holder | $381 | $5,263-92.8% | $4,510-91.6% | $10,133-96.2% |