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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 | $50,174 | $142,392-64.8% | $119,622-58.1% | $134,532-62.7% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -24.65% | -12.46%-12.2pp | -14.98%-9.7pp | 418.27%-442.9pp |
| Employer contribution / active EE | $1,515 | $5,224-71.0% | $4,232-64.2% | $4,741-68.0% |
| Participant deferral / active EE | $2,322 | $6,467-64.1% | $5,601-58.5% | $6,401-63.7% |
| Admin fee / account holder | $457 | $13,593-96.6% | $10,328-95.6% | $11,429-96.0% |