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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 | $74,056 | $185,905-60.2% | $170,057-56.5% | $139,487-46.9% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | -7.88% | 60.56%-68.4pp | 53.42%-61.3pp | 373.84%-381.7pp |
| Employer contribution / active EE | $1,511 | $7,597-80.1% | $6,790-77.8% | $4,755-68.2% |
| Participant deferral / active EE | $4,085 | $11,627-64.9% | $10,411-60.8% | $6,713-39.2% |
| Admin fee / account holder | $1,660 | $15,397-89.2% | $12,826-87.1% | $11,407-85.4% |