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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 | $49,673 | $67,352-26.2% | $60,899-18.4% | $134,509-63.1% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.1%-16.0pp | 81.2%-24.1pp |
| Annual return | -23.09% | 49.99%-73.1pp | 16.92%-40.0pp | 418.13%-441.2pp |
| Employer contribution / active EE | $2,132 | $3,098-31.2% | $2,702-21.1% | $4,741-55.0% |
| Participant deferral / active EE | $2,918 | $4,539-35.7% | $3,817-23.6% | $6,400-54.4% |
| Admin fee / account holder | $814 | $4,585-82.2% | $3,225-74.7% | $11,427-92.9% |