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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 | $85,253 | $133,981-36.4% | $112,249-24.1% | $134,532-36.6% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -21.58% | 47.16%-68.7pp | 27.48%-49.1pp | 418.27%-439.8pp |
| Employer contribution / active EE | $2,193 | $4,040-45.7% | $3,636-39.7% | $4,741-53.7% |
| Participant deferral / active EE | $5,809 | $5,292+9.8% | $4,729+22.8% | $6,401-9.2% |
| Admin fee / account holder | $496 | $7,492-93.4% | $6,412-92.3% | $11,429-95.7% |