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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 | $50,045 | $81,870-38.9% | $119,622-58.2% | $68,486-26.9% |
| Participation rate | 63.6% | 71.9%-8.3pp | 79.3%-15.6pp | 67.9%-4.3pp |
| Annual return | -75.30% | -23.82%-51.5pp | -14.98%-60.3pp | -7.85%-67.4pp |
| Employer contribution / active EE | $1,739 | $2,692-35.4% | $4,232-58.9% | $2,597-33.0% |
| Participant deferral / active EE | $2,774 | $4,148-33.1% | $5,601-50.5% | $4,028-31.1% |
| Admin fee / account holder | $5,695 | $6,583-13.5% | $10,328-44.9% | $5,404+5.4% |