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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 | $57,808 | $70,666-18.2% | $169,385-65.9% | $75,181-23.1% |
| Participation rate | 61.0% | 64.8%-3.8pp | 77.2%-16.2pp | 67.2%-6.2pp |
| Annual return | -8.22% | 36.37%-44.6pp | 405.82%-414.0pp | 160.69%-168.9pp |
| Employer contribution / active EE | $1,719 | $2,210-22.2% | $4,012-57.1% | $2,671-35.6% |
| Participant deferral / active EE | $4,523 | $4,308+5.0% | $6,221-27.3% | $4,126+9.6% |
| Admin fee / account holder | $1,291 | $5,402-76.1% | $9,011-85.7% | $5,650-77.1% |