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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 | $92,604 | $133,981-30.9% | $112,249-17.5% | $134,532-31.2% |
| Participation rate | 38.9% | 78.6%-39.7pp | 75.1%-36.2pp | 81.2%-42.3pp |
| Annual return | -24.09% | 47.16%-71.2pp | 27.48%-51.6pp | 418.27%-442.4pp |
| Employer contribution / active EE | $1,155 | $4,040-71.4% | $3,636-68.2% | $4,741-75.6% |
| Participant deferral / active EE | $3,282 | $5,292-38.0% | $4,729-30.6% | $6,401-48.7% |
| Admin fee / account holder | $867 | $7,492-88.4% | $6,412-86.5% | $11,429-92.4% |