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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 | $70,150 | $95,979-26.9% | $74,551-5.9% | $135,380-48.2% |
| Participation rate | 54.2% | 75.7%-21.5pp | 69.1%-15.0pp | 82.6%-28.5pp |
| Annual return | -9.79% | 56.97%-66.8pp | 32.53%-42.3pp | 519.81%-529.6pp |
| Employer contribution / active EE | $1,418 | $2,716-47.8% | $1,961-27.7% | $4,779-70.3% |
| Participant deferral / active EE | $2,875 | $3,844-25.2% | $3,108-7.5% | $5,609-48.7% |
| Admin fee / account holder | $1,640 | $6,522-74.9% | $5,059-67.6% | $10,828-84.9% |