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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 | $56,621 | $129,959-56.4% | $104,301-45.7% | $134,532-57.9% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | -26.25% | 42.04%-68.3pp | 24.61%-50.9pp | 418.27%-444.5pp |
| Employer contribution / active EE | $1,960 | $4,185-53.2% | $3,373-41.9% | $4,741-58.7% |
| Participant deferral / active EE | $6,945 | $5,589+24.3% | $4,626+50.1% | $6,401+8.5% |
| Admin fee / account holder | $938 | $9,325-89.9% | $7,340-87.2% | $11,429-91.8% |