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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 | $54,028 | $133,983-59.7% | $112,244-51.9% | $134,493-59.8% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -23.00% | 47.13%-70.1pp | 27.46%-50.5pp | 418.01%-441.0pp |
| Employer contribution / active EE | $2,452 | $4,039-39.3% | $3,635-32.5% | $4,740-48.3% |
| Participant deferral / active EE | $4,439 | $5,291-16.1% | $4,728-6.1% | $6,400-30.6% |
| Admin fee / account holder | $528 | $7,490-93.0% | $6,411-91.8% | $11,425-95.4% |