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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 | $94,166 | $149,778-37.1% | $118,946-20.8% | $158,966-40.8% |
| Participation rate | 52.6% | 82.1%-29.5pp | 75.4%-22.8pp | 82.0%-29.3pp |
| Annual return | -4.74% | 19.95%-24.7pp | 35.89%-40.6pp | 302.95%-307.7pp |
| Employer contribution / active EE | $1,908 | $4,117-53.7% | $3,263-41.5% | $4,762-59.9% |
| Participant deferral / active EE | $4,142 | $5,225-20.7% | $4,266-2.9% | $5,983-30.8% |
| Admin fee / account holder | $53,656 | $8,604+523.6% | $6,581+715.3% | $11,250+376.9% |