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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 | $62,777 | $197,594-68.2% | $177,822-64.7% | $158,931-60.5% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | -28.36% | 58.76%-87.1pp | 48.32%-76.7pp | 302.86%-331.2pp |
| Employer contribution / active EE | $4,440 | $6,697-33.7% | $5,918-25.0% | $4,761-6.8% |
| Participant deferral / active EE | $8,279 | $8,405-1.5% | $7,714+7.3% | $5,982+38.4% |
| Admin fee / account holder | $20,049 | $15,400+30.2% | $12,428+61.3% | $11,247+78.3% |