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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 | $55,082 | $99,032-44.4% | $80,022-31.2% | $135,382-59.3% |
| Participation rate | 26.7% | 78.4%-51.7pp | 75.8%-49.2pp | 82.6%-56.0pp |
| Annual return | -9.63% | 15.39%-25.0pp | 11.22%-20.8pp | 519.77%-529.4pp |
| Employer contribution / active EE | $576 | $3,043-81.1% | $2,468-76.7% | $4,779-88.0% |
| Participant deferral / active EE | $5,202 | $4,282+21.5% | $3,686+41.1% | $5,609-7.3% |
| Admin fee / account holder | $305 | $10,436-97.1% | $6,521-95.3% | $10,829-97.2% |