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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 | $67,418 | $129,959-48.1% | $104,301-35.4% | $134,532-49.9% |
| Participation rate | 38.5% | 79.5%-41.1pp | 73.3%-34.8pp | 81.2%-42.8pp |
| Annual return | -22.90% | 42.04%-64.9pp | 24.61%-47.5pp | 418.27%-441.2pp |
| Employer contribution / active EE | $1,120 | $4,185-73.2% | $3,373-66.8% | $4,741-76.4% |
| Participant deferral / active EE | $2,879 | $5,589-48.5% | $4,626-37.8% | $6,401-55.0% |
| Admin fee / account holder | $1,379 | $9,325-85.2% | $7,340-81.2% | $11,429-87.9% |