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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 | $50,015 | $95,188-47.5% | $76,518-34.6% | $135,380-63.1% |
| Participation rate | 35.7% | 74.4%-38.7pp | 68.0%-32.3pp | 82.6%-46.9pp |
| Annual return | -10.98% | 4.85%-15.8pp | -0.27%-10.7pp | 519.81%-530.8pp |
| Employer contribution / active EE | $1,491 | $3,303-54.9% | $2,647-43.7% | $4,779-68.8% |
| Participant deferral / active EE | $4,585 | $4,640-1.2% | $3,836+19.5% | $5,609-18.3% |
| Admin fee / account holder | $3,758 | $6,249-39.9% | $4,849-22.5% | $10,828-65.3% |