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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 | $74,597 | $165,381-54.9% | $149,730-50.2% | $158,966-53.1% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | -2.02% | 348.29%-350.3pp | 276.70%-278.7pp | 302.95%-305.0pp |
| Employer contribution / active EE | $1,694 | $5,104-66.8% | $4,645-63.5% | $4,762-64.4% |
| Participant deferral / active EE | $3,536 | $7,182-50.8% | $6,843-48.3% | $5,983-40.9% |
| Admin fee / account holder | $628 | $10,809-94.2% | $9,310-93.3% | $11,250-94.4% |