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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 | $78,651 | $152,591-48.5% | $117,529-33.1% | $134,545-41.5% |
| Participation rate | 43.8% | 77.1%-33.4pp | 70.6%-26.9pp | 81.2%-37.5pp |
| Annual return | -23.70% | 53.04%-76.7pp | 29.77%-53.5pp | 418.37%-442.1pp |
| Employer contribution / active EE | $1,441 | $5,576-74.2% | $4,179-65.5% | $4,742-69.6% |
| Participant deferral / active EE | $4,516 | $4,821-6.3% | $4,072+10.9% | $6,401-29.5% |
| Admin fee / account holder | $348 | $7,004-95.0% | $5,645-93.8% | $11,431-97.0% |