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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 | $53,730 | $82,324-34.7% | $68,803-21.9% | $134,545-60.1% |
| Participation rate | 68.8% | 75.1%-6.3pp | 69.0%-0.3pp | 81.2%-12.5pp |
| Annual return | -22.82% | -2.17%-20.6pp | -6.37%-16.5pp | 418.37%-441.2pp |
| Employer contribution / active EE | $2,286 | $3,302-30.8% | $2,656-13.9% | $4,742-51.8% |
| Participant deferral / active EE | $4,494 | $4,740-5.2% | $3,942+14.0% | $6,401-29.8% |
| Admin fee / account holder | $1,743 | $6,485-73.1% | $4,936-64.7% | $11,431-84.8% |