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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 | $90,324 | $111,814-19.2% | $103,374-12.6% | $145,959-38.1% |
| Participation rate | 41.2% | 77.9%-36.8pp | 74.5%-33.3pp | 80.3%-39.1pp |
| Annual return | -4.94% | 24.77%-29.7pp | 24.89%-29.8pp | 561.95%-566.9pp |
| Employer contribution / active EE | $1,511 | $4,214-64.1% | $3,869-61.0% | $4,661-67.6% |
| Participant deferral / active EE | $2,530 | $5,618-55.0% | $5,058-50.0% | $6,689-62.2% |
| Admin fee / account holder | $403 | $9,754-95.9% | $8,394-95.2% | $13,398-97.0% |