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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 | $59,954 | $86,701-30.8% | $73,309-18.2% | $125,389-52.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 74.9%-24.9pp | 83.2%-33.2pp |
| Annual return | -4.37% | 2.78%-7.1pp | 5.67%-10.0pp | 282.24%-286.6pp |
| Employer contribution / active EE | $5,017 | $4,152+20.8% | $3,237+55.0% | $4,866+3.1% |
| Participant deferral / active EE | $15,617 | $5,549+181.4% | $4,991+212.9% | $5,352+191.8% |
| Admin fee / account holder | $3,033 | $7,768-61.0% | $5,635-46.2% | $9,541-68.2% |