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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 | $43,904 | $110,337-60.2% | $102,383-57.1% | $145,877-69.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | -0.91% | 24.83%-25.7pp | 24.94%-25.8pp | 551.28%-552.2pp |
| Employer contribution / active EE | $1,488 | $4,216-64.7% | $3,870-61.6% | $4,663-68.1% |
| Participant deferral / active EE | $5,694 | $5,621+1.3% | $5,060+12.5% | $6,691-14.9% |
| Admin fee / account holder | $3,491 | $9,750-64.2% | $8,391-58.4% | $13,402-74.0% |