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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 | $47,546 | $93,589-49.2% | $135,942-65.0% | $75,181-36.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.2pp | 67.2%-0.5pp |
| Annual return | -42.65% | 30.90%-73.6pp | 68.28%-110.9pp | 160.69%-203.3pp |
| Employer contribution / active EE | $3,101 | $3,537-12.3% | $4,858-36.2% | $2,671+16.1% |
| Participant deferral / active EE | $6,201 | $6,405-3.2% | $7,759-20.1% | $4,126+50.3% |
| Admin fee / account holder | $1,583 | $6,977-77.3% | $10,764-85.3% | $5,650-72.0% |