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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 | $55,090 | $93,117-40.8% | $77,096-28.5% | $134,532-59.1% |
| Participation rate | 46.7% | 74.5%-27.8pp | 67.9%-21.3pp | 81.2%-34.6pp |
| Annual return | -23.00% | 62.67%-85.7pp | 42.35%-65.3pp | 418.27%-441.3pp |
| Employer contribution / active EE | $1,554 | $3,420-54.6% | $2,814-44.8% | $4,741-67.2% |
| Participant deferral / active EE | $4,199 | $5,241-19.9% | $4,429-5.2% | $6,401-34.4% |
| Admin fee / account holder | $615 | $6,948-91.2% | $5,428-88.7% | $11,429-94.6% |