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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 | $85,883 | $106,115-19.1% | $85,969-0.1% | $125,389-31.5% |
| Participation rate | 6.3% | 84.1%-77.8pp | 76.5%-70.3pp | 83.2%-76.9pp |
| Annual return | -6.25% | 13.93%-20.2pp | 9.32%-15.6pp | 282.24%-288.5pp |
| Employer contribution / active EE | $1,875 | $4,537-58.7% | $3,474-46.0% | $4,866-61.5% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $873 | $8,144-89.3% | $6,053-85.6% | $9,541-90.8% |