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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 | $61,196 | $134,001-54.3% | $112,258-45.5% | $134,509-54.5% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -20.76% | 47.15%-67.9pp | 27.47%-48.2pp | 418.13%-438.9pp |
| Employer contribution / active EE | $5,857 | $4,039+45.0% | $3,636+61.1% | $4,741+23.6% |
| Participant deferral / active EE | $6,244 | $5,291+18.0% | $4,728+32.0% | $6,400-2.4% |
| Admin fee / account holder | $418 | $7,491-94.4% | $6,411-93.5% | $11,427-96.3% |