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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 | $69,788 | $133,981-47.9% | $112,249-37.8% | $134,532-48.1% |
| Participation rate | 68.4% | 78.6%-10.1pp | 75.1%-6.6pp | 81.2%-12.8pp |
| Annual return | -21.53% | 47.16%-68.7pp | 27.48%-49.0pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,539 | $4,040-61.9% | $3,636-57.7% | $4,741-67.5% |
| Participant deferral / active EE | $4,534 | $5,292-14.3% | $4,729-4.1% | $6,401-29.2% |
| Admin fee / account holder | $1,282 | $7,492-82.9% | $6,412-80.0% | $11,429-88.8% |