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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 | $56,720 | $95,915-40.9% | $79,580-28.7% | $134,532-57.8% |
| Participation rate | 61.9% | 75.0%-13.1pp | 69.5%-7.6pp | 81.2%-19.3pp |
| Annual return | -20.68% | -2.71%-18.0pp | 0.15%-20.8pp | 418.27%-439.0pp |
| Employer contribution / active EE | $2,006 | $3,129-35.9% | $2,413-16.9% | $4,741-57.7% |
| Participant deferral / active EE | $5,979 | $4,693+27.4% | $3,985+50.0% | $6,401-6.6% |
| Admin fee / account holder | $453 | $9,132-95.0% | $6,835-93.4% | $11,429-96.0% |