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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 | $62,674 | $94,529-33.7% | $140,019-55.2% | $64,173-2.3% |
| Participation rate | 67.9% | 84.1%-16.2pp | 87.5%-19.6pp | 69.6%-1.6pp |
| Annual return | -8.23% | 7.77%-16.0pp | 651.15%-659.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,645 | $3,812-30.6% | $5,605-52.8% | $2,381+11.1% |
| Participant deferral / active EE | $2,801 | $5,250-46.7% | $6,927-59.6% | $3,470-19.3% |
| Admin fee / account holder | $2,564 | $6,741-62.0% | $10,705-76.1% | $4,887-47.5% |