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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 | $60,479 | $127,387-52.5% | $115,038-47.4% | $125,389-51.8% |
| Participation rate | 25.0% | 84.2%-59.2pp | 81.4%-56.4pp | 83.2%-58.2pp |
| Annual return | -5.23% | 31.28%-36.5pp | 26.14%-31.4pp | 282.24%-287.5pp |
| Employer contribution / active EE | $1,492 | $5,166-71.1% | $4,608-67.6% | $4,866-69.3% |
| Participant deferral / active EE | $4,500 | $6,423-29.9% | $6,026-25.3% | $5,352-15.9% |
| Admin fee / account holder | $395 | $9,516-95.8% | $8,175-95.2% | $9,541-95.9% |