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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 | $85,008 | $134,001-36.6% | $112,258-24.3% | $134,509-36.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -21.85% | 47.15%-69.0pp | 27.47%-49.3pp | 418.13%-440.0pp |
| Employer contribution / active EE | $1,187 | $4,039-70.6% | $3,636-67.4% | $4,741-75.0% |
| Participant deferral / active EE | $3,235 | $5,291-38.9% | $4,728-31.6% | $6,400-49.5% |
| Admin fee / account holder | $767 | $7,491-89.8% | $6,411-88.0% | $11,427-93.3% |