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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 | $62,454 | $91,525-31.8% | $130,026-52.0% | $75,181-16.9% |
| Participation rate | 58.6% | 71.4%-12.9pp | 78.5%-19.9pp | 67.2%-8.6pp |
| Annual return | 6.48% | -631.40%+637.9pp | -137.26%+143.7pp | 160.69%-154.2pp |
| Employer contribution / active EE | $1,381 | $2,844-51.4% | $4,321-68.0% | $2,671-48.3% |
| Participant deferral / active EE | $3,549 | $4,342-18.3% | $5,821-39.0% | $4,126-14.0% |
| Admin fee / account holder | $10,599 | $6,778+56.4% | $10,608-0.1% | $5,650+87.6% |