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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 | $107,160 | $133,981-20.0% | $112,249-4.5% | $134,532-20.3% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -22.31% | 47.16%-69.5pp | 27.48%-49.8pp | 418.27%-440.6pp |
| Employer contribution / active EE | $1,082 | $4,040-73.2% | $3,636-70.2% | $4,741-77.2% |
| Participant deferral / active EE | $4,728 | $5,292-10.7% | $4,7290% | $6,401-26.1% |
| Admin fee / account holder | $3,634 | $7,492-51.5% | $6,412-43.3% | $11,429-68.2% |