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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 | $81,610 | $142,392-42.7% | $119,622-31.8% | $134,532-39.3% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -21.95% | -12.46%-9.5pp | -14.98%-7.0pp | 418.27%-440.2pp |
| Employer contribution / active EE | $4,971 | $5,224-4.8% | $4,232+17.5% | $4,741+4.8% |
| Participant deferral / active EE | $5,955 | $6,467-7.9% | $5,601+6.3% | $6,401-7.0% |
| Admin fee / account holder | $4,210 | $13,593-69.0% | $10,328-59.2% | $11,429-63.2% |