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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 | $100,279 | $142,409-29.6% | $119,634-16.2% | $134,545-25.5% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -30.50% | -12.46%-18.0pp | -14.98%-15.5pp | 418.37%-448.9pp |
| Employer contribution / active EE | $3,468 | $5,224-33.6% | $4,232-18.1% | $4,742-26.9% |
| Participant deferral / active EE | $8,901 | $6,468+37.6% | $5,601+58.9% | $6,401+39.1% |
| Admin fee / account holder | $520 | $13,594-96.2% | $10,329-95.0% | $11,431-95.5% |