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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 | $48,382 | $96,731-50.0% | $123,973-61.0% | $86,983-44.4% |
| Participation rate | 61.5% | 70.0%-8.5pp | 76.7%-15.1pp | 69.5%-8.0pp |
| Annual return | -22.86% | 17.33%-40.2pp | 388.13%-411.0pp | 25.83%-48.7pp |
| Employer contribution / active EE | $1,711 | $3,297-48.1% | $4,126-58.5% | $2,584-33.8% |
| Participant deferral / active EE | $4,977 | $4,152+19.9% | $5,247-5.1% | $4,194+18.7% |
| Admin fee / account holder | $22,358 | $8,722+156.3% | $11,799+89.5% | $7,856+184.6% |