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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 | $55,494 | $93,124-40.4% | $77,100-28.0% | $134,545-58.8% |
| Participation rate | 42.9% | 74.5%-31.6pp | 67.9%-25.1pp | 81.2%-38.4pp |
| Annual return | -31.39% | 62.68%-94.1pp | 42.35%-73.7pp | 418.37%-449.8pp |
| Employer contribution / active EE | $1,252 | $3,421-63.4% | $2,815-55.5% | $4,742-73.6% |
| Participant deferral / active EE | $2,366 | $5,242-54.9% | $4,430-46.6% | $6,401-63.0% |
| Admin fee / account holder | $1,674 | $6,970-76.0% | $5,443-69.3% | $11,431-85.4% |