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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 | $65,631 | $211,946-69.0% | $169,452-61.3% | $135,382-51.5% |
| Participation rate | 63.6% | 82.6%-19.0pp | 77.8%-14.1pp | 82.6%-19.0pp |
| Annual return | -9.40% | 3.26%-12.7pp | 1.83%-11.2pp | 519.77%-529.2pp |
| Employer contribution / active EE | $1,602 | $5,117-68.7% | $4,157-61.5% | $4,779-66.5% |
| Participant deferral / active EE | $2,247 | $6,075-63.0% | $5,277-57.4% | $5,609-59.9% |
| Admin fee / account holder | $496 | $11,472-95.7% | $9,110-94.6% | $10,829-95.4% |