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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 | $53,575 | $134,001-60.0% | $112,258-52.3% | $134,509-60.2% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.1%-16.7pp | 81.2%-22.9pp |
| Annual return | -23.43% | 47.15%-70.6pp | 27.47%-50.9pp | 418.13%-441.6pp |
| Employer contribution / active EE | $1,736 | $4,039-57.0% | $3,636-52.3% | $4,741-63.4% |
| Participant deferral / active EE | $6,664 | $5,291+25.9% | $4,728+40.9% | $6,400+4.1% |
| Admin fee / account holder | $1,123 | $7,491-85.0% | $6,411-82.5% | $11,427-90.2% |