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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 | $62,618 | $82,288-23.9% | $68,794-9.0% | $134,509-53.4% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.0%-13.5pp | 81.2%-25.7pp |
| Annual return | -21.55% | -2.19%-19.4pp | -6.37%-15.2pp | 418.13%-439.7pp |
| Employer contribution / active EE | $1,467 | $3,301-55.5% | $2,656-44.7% | $4,741-69.0% |
| Participant deferral / active EE | $1,834 | $4,738-61.3% | $3,941-53.5% | $6,400-71.3% |
| Admin fee / account holder | $411 | $6,482-93.7% | $4,934-91.7% | $11,427-96.4% |