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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 | $55,582 | $129,959-57.2% | $104,301-46.7% | $134,532-58.7% |
| Participation rate | 57.1% | 79.5%-22.4pp | 73.3%-16.1pp | 81.2%-24.1pp |
| Annual return | -20.72% | 42.04%-62.8pp | 24.61%-45.3pp | 418.27%-439.0pp |
| Employer contribution / active EE | $2,469 | $4,185-41.0% | $3,373-26.8% | $4,741-47.9% |
| Participant deferral / active EE | $5,784 | $5,589+3.5% | $4,626+25.0% | $6,401-9.6% |
| Admin fee / account holder | $737 | $9,325-92.1% | $7,340-90.0% | $11,429-93.6% |