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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 | $57,609 | $84,518-31.8% | $67,704-14.9% | $125,389-54.1% |
| Participation rate | 45.0% | 74.8%-29.8pp | 67.5%-22.5pp | 83.2%-38.2pp |
| Annual return | -5.26% | 2.57%-7.8pp | 25.41%-30.7pp | 282.24%-287.5pp |
| Employer contribution / active EE | $1,374 | $3,292-58.3% | $2,559-46.3% | $4,866-71.8% |
| Participant deferral / active EE | $2,391 | $4,430-46.0% | $3,585-33.3% | $5,352-55.3% |
| Admin fee / account holder | $891 | $5,340-83.3% | $4,255-79.1% | $9,541-90.7% |