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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 | $47,266 | $91,537-48.4% | $130,045-63.7% | $75,173-37.1% |
| Participation rate | 55.6% | 71.5%-15.9pp | 78.5%-22.9pp | 67.2%-11.6pp |
| Annual return | 12.24% | -631.55%+643.8pp | -137.30%+149.5pp | 160.72%-148.5pp |
| Employer contribution / active EE | $1,447 | $2,845-49.1% | $4,321-66.5% | $2,671-45.8% |
| Participant deferral / active EE | $4,348 | $4,343+0.1% | $5,820-25.3% | $4,126+5.4% |
| Admin fee / account holder | $616 | $6,780-90.9% | $10,600-94.2% | $5,651-89.1% |