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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 | $64,774 | $57,350+12.9% | $83,850-22.8% | $64,181+0.9% |
| Participation rate | 63.6% | 68.6%-5.0pp | 76.1%-12.5pp | 69.6%-5.9pp |
| Annual return | -8.80% | 11.38%-20.2pp | 850.92%-859.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,775 | $2,545-30.3% | $3,631-51.1% | $2,381-25.5% |
| Participant deferral / active EE | $3,603 | $2,993+20.4% | $4,082-11.7% | $3,470+3.8% |
| Admin fee / account holder | $8,516 | $4,046+110.5% | $5,478+55.4% | $4,887+74.2% |