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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 | $64,320 | $82,314-21.9% | $68,808-6.5% | $134,532-52.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -20.64% | -2.18%-18.5pp | -6.37%-14.3pp | 418.27%-438.9pp |
| Employer contribution / active EE | $2,247 | $3,301-31.9% | $2,656-15.4% | $4,741-52.6% |
| Participant deferral / active EE | $4,504 | $4,740-5.0% | $3,942+14.3% | $6,401-29.6% |
| Admin fee / account holder | $2,164 | $6,484-66.6% | $4,936-56.2% | $11,429-81.1% |