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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 | $43,345 | $133,981-67.6% | $112,249-61.4% | $134,532-67.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -21.57% | 47.16%-68.7pp | 27.48%-49.0pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,506 | $4,040-62.7% | $3,636-58.6% | $4,741-68.2% |
| Participant deferral / active EE | $4,785 | $5,292-9.6% | $4,729+1.2% | $6,401-25.2% |
| Admin fee / account holder | $917 | $7,492-87.8% | $6,412-85.7% | $11,429-92.0% |