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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 | $63,095 | $114,013-44.7% | $103,693-39.2% | $155,188-59.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | -16.88% | 49.31%-66.2pp | 47.61%-64.5pp | 148.84%-165.7pp |
| Employer contribution / active EE | $8,125 | $3,131+159.5% | $2,920+178.2% | $4,248+91.3% |
| Participant deferral / active EE | $9,063 | $4,970+82.4% | $4,579+97.9% | $6,531+38.8% |
| Admin fee / account holder | $18,646 | $8,407+121.8% | $7,858+137.3% | $14,480+28.8% |