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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 | $62,902 | $134,001-53.1% | $112,258-44.0% | $134,509-53.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -20.76% | 47.15%-67.9pp | 27.47%-48.2pp | 418.13%-438.9pp |
| Employer contribution / active EE | $798 | $4,039-80.2% | $3,636-78.1% | $4,741-83.2% |
| Participant deferral / active EE | $3,012 | $5,291-43.1% | $4,728-36.3% | $6,400-52.9% |
| Admin fee / account holder | $323 | $7,491-95.7% | $6,411-95.0% | $11,427-97.2% |