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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 | $59,118 | $95,975-38.4% | $74,549-20.7% | $135,379-56.3% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -10.60% | 56.96%-67.6pp | 32.53%-43.1pp | 519.79%-530.4pp |
| Employer contribution / active EE | $1,188 | $2,716-56.3% | $1,961-39.4% | $4,779-75.1% |
| Participant deferral / active EE | $2,150 | $3,844-44.1% | $3,108-30.8% | $5,609-61.7% |
| Admin fee / account holder | $1,438 | $6,522-77.9% | $5,059-71.6% | $10,828-86.7% |