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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 | $78,885 | $72,404+9.0% | $110,243-28.4% | $64,173+22.9% |
| Participation rate | 53.4% | 73.3%-19.9pp | 79.8%-26.4pp | 69.6%-16.1pp |
| Annual return | -8.60% | -6.29%-2.3pp | 314.76%-323.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,866 | $2,282-18.2% | $3,827-51.2% | $2,381-21.6% |
| Participant deferral / active EE | $3,059 | $3,469-11.8% | $4,672-34.5% | $3,470-11.8% |
| Admin fee / account holder | $1,675 | $5,664-70.4% | $8,548-80.4% | $4,887-65.7% |