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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 | $63,713 | $102,638-37.9% | $81,991-22.3% | $158,966-59.9% |
| Participation rate | 52.2% | 75.5%-23.4pp | 69.3%-17.1pp | 82.0%-29.8pp |
| Annual return | -5.78% | 61.05%-66.8pp | 41.31%-47.1pp | 302.95%-308.7pp |
| Employer contribution / active EE | $561 | $3,241-82.7% | $2,498-77.5% | $4,762-88.2% |
| Participant deferral / active EE | $2,352 | $4,649-49.4% | $3,722-36.8% | $5,983-60.7% |
| Admin fee / account holder | $3,539 | $8,237-57.0% | $5,665-37.5% | $11,250-68.5% |