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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 | $76,021 | $90,590-16.1% | $90,782-16.3% | $135,380-43.8% |
| Participation rate | 46.2% | 83.7%-37.6pp | 82.7%-36.5pp | 82.6%-36.5pp |
| Annual return | -9.97% | -3.40%-6.6pp | -3.42%-6.6pp | 519.81%-529.8pp |
| Employer contribution / active EE | $1,206 | $4,352-72.3% | $4,105-70.6% | $4,779-74.8% |
| Participant deferral / active EE | $3,951 | $5,407-26.9% | $5,366-26.4% | $5,609-29.6% |
| Admin fee / account holder | $4,906 | $7,683-36.1% | $5,908-16.9% | $10,828-54.7% |