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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 | $46,620 | $95,975-51.4% | $74,549-37.5% | $135,379-65.6% |
| Participation rate | 30.8% | 75.7%-44.9pp | 69.1%-38.4pp | 82.6%-51.9pp |
| Annual return | -20.88% | 56.96%-77.8pp | 32.53%-53.4pp | 519.79%-540.7pp |
| Employer contribution / active EE | $1,995 | $2,716-26.6% | $1,961+1.7% | $4,779-58.3% |
| Participant deferral / active EE | $4,920 | $3,844+28.0% | $3,108+58.3% | $5,609-12.3% |
| Admin fee / account holder | $504 | $6,522-92.3% | $5,059-90.0% | $10,828-95.3% |