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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 | $76,282 | $129,959-41.3% | $104,301-26.9% | $134,532-43.3% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -20.81% | 42.04%-62.9pp | 24.61%-45.4pp | 418.27%-439.1pp |
| Employer contribution / active EE | $2,015 | $4,185-51.9% | $3,373-40.3% | $4,741-57.5% |
| Participant deferral / active EE | $4,030 | $5,589-27.9% | $4,626-12.9% | $6,401-37.0% |
| Admin fee / account holder | $3,253 | $9,325-65.1% | $7,340-55.7% | $11,429-71.5% |