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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 | $59,603 | $106,551-44.1% | $91,225-34.7% | $134,532-55.7% |
| Participation rate | 42.9% | 76.8%-33.9pp | 73.2%-30.3pp | 81.2%-38.4pp |
| Annual return | -26.27% | 160.78%-187.0pp | 114.12%-140.4pp | 418.27%-444.5pp |
| Employer contribution / active EE | $1,869 | $3,331-43.9% | $2,851-34.4% | $4,741-60.6% |
| Participant deferral / active EE | $7,046 | $4,718+49.3% | $4,233+66.4% | $6,401+10.1% |
| Admin fee / account holder | $2,300 | $6,234-63.1% | $5,422-57.6% | $11,429-79.9% |