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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 | $49,712 | $133,981-62.9% | $112,249-55.7% | $134,532-63.0% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -21.77% | 47.16%-68.9pp | 27.48%-49.2pp | 418.27%-440.0pp |
| Employer contribution / active EE | $2,060 | $4,040-49.0% | $3,636-43.3% | $4,741-56.5% |
| Participant deferral / active EE | $7,188 | $5,292+35.8% | $4,729+52.0% | $6,401+12.3% |
| Admin fee / account holder | $571 | $7,492-92.4% | $6,412-91.1% | $11,429-95.0% |