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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 | $80,196 | $142,392-43.7% | $119,622-33.0% | $134,532-40.4% |
| Participation rate | 64.3% | 82.8%-18.5pp | 79.3%-15.0pp | 81.2%-16.9pp |
| Annual return | -20.66% | -12.46%-8.2pp | -14.98%-5.7pp | 418.27%-438.9pp |
| Employer contribution / active EE | $2,623 | $5,224-49.8% | $4,232-38.0% | $4,741-44.7% |
| Participant deferral / active EE | $4,792 | $6,467-25.9% | $5,601-14.4% | $6,401-25.1% |
| Admin fee / account holder | $4,776 | $13,593-64.9% | $10,328-53.8% | $11,429-58.2% |