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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 | $53,555 | $165,399-67.6% | $149,745-64.2% | $158,982-66.3% |
| Participation rate | 58.8% | 84.6%-25.8pp | 82.5%-23.7pp | 82.0%-23.1pp |
| Annual return | -1.81% | 348.34%-350.1pp | 276.72%-278.5pp | 302.99%-304.8pp |
| Employer contribution / active EE | $1,771 | $5,105-65.3% | $4,646-61.9% | $4,763-62.8% |
| Participant deferral / active EE | $5,653 | $7,183-21.3% | $6,843-17.4% | $5,983-5.5% |
| Admin fee / account holder | $7,649 | $10,811-29.2% | $9,312-17.9% | $11,252-32.0% |