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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 | $86,879 | $152,542-43.0% | $117,498-26.1% | $134,509-35.4% |
| Participation rate | 20.0% | 77.1%-57.1pp | 70.6%-50.6pp | 81.2%-61.2pp |
| Annual return | -20.97% | 53.02%-74.0pp | 29.75%-50.7pp | 418.13%-439.1pp |
| Employer contribution / active EE | $842 | $5,574-84.9% | $4,178-79.9% | $4,741-82.2% |
| Participant deferral / active EE | $3,608 | $4,819-25.1% | $4,071-11.4% | $6,400-43.6% |
| Admin fee / account holder | $475 | $7,006-93.2% | $5,646-91.6% | $11,427-95.8% |