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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 | $60,885 | $138,075-55.9% | $123,552-50.7% | $135,379-55.0% |
| Participation rate | 68.4% | 84.7%-16.3pp | 82.3%-13.9pp | 82.6%-14.2pp |
| Annual return | -11.81% | 153.70%-165.5pp | 119.20%-131.0pp | 519.79%-531.6pp |
| Employer contribution / active EE | $1,650 | $5,152-68.0% | $4,628-64.3% | $4,779-65.5% |
| Participant deferral / active EE | $4,114 | $6,800-39.5% | $6,426-36.0% | $5,609-26.6% |
| Admin fee / account holder | $1,676 | $10,917-84.6% | $9,285-81.9% | $10,828-84.5% |