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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 | $87,613 | $105,853-17.2% | $90,752-3.5% | $134,493-34.9% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -21.66% | -10.99%-10.7pp | -12.16%-9.5pp | 418.01%-439.7pp |
| Employer contribution / active EE | $1,554 | $3,462-55.1% | $2,921-46.8% | $4,740-67.2% |
| Participant deferral / active EE | $1,970 | $5,216-62.2% | $4,564-56.8% | $6,400-69.2% |
| Admin fee / account holder | $775 | $13,938-94.4% | $8,446-90.8% | $11,425-93.2% |