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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 | $61,419 | $61,815-0.6% | $97,295-36.9% | $80,959-24.1% |
| Participation rate | 52.6% | 63.5%-10.8pp | 72.7%-20.0pp | 67.7%-15.0pp |
| Annual return | 10.06% | -558.73%+568.8pp | 75.62%-65.6pp | 35.67%-25.6pp |
| Employer contribution / active EE | $938 | $1,836-48.9% | $2,723-65.5% | $2,757-66.0% |
| Participant deferral / active EE | $4,068 | $3,027+34.4% | $4,264-4.6% | $4,300-5.4% |
| Admin fee / account holder | $2,975 | $5,166-42.4% | $5,646-47.3% | $6,925-57.0% |