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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 | $64,085 | $100,139-36.0% | $85,187-24.8% | $145,884-56.1% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | -7.81% | 84.15%-92.0pp | 66.67%-74.5pp | 551.85%-559.7pp |
| Employer contribution / active EE | $1,302 | $3,238-59.8% | $2,732-52.3% | $4,662-72.1% |
| Participant deferral / active EE | $1,320 | $5,296-75.1% | $4,525-70.8% | $6,690-80.3% |
| Admin fee / account holder | $1,493 | $7,262-79.4% | $6,162-75.8% | $13,392-88.9% |