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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 | $64,392 | $91,179-29.4% | $178,499-63.9% | $79,852-19.4% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | -2.37% | 24.19%-26.6pp | 151.10%-153.5pp | 31.72%-34.1pp |
| Employer contribution / active EE | $1,050 | $3,256-67.8% | $5,011-79.1% | $2,471-57.5% |
| Participant deferral / active EE | $2,726 | $3,236-15.8% | $5,202-47.6% | $3,740-27.1% |
| Admin fee / account holder | $3,802 | $6,749-43.7% | $13,986-72.8% | $5,306-28.3% |