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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 | $48,558 | $133,981-63.8% | $112,249-56.7% | $134,532-63.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -23.46% | 47.16%-70.6pp | 27.48%-50.9pp | 418.27%-441.7pp |
| Employer contribution / active EE | $1,310 | $4,040-67.6% | $3,636-64.0% | $4,741-72.4% |
| Participant deferral / active EE | $3,865 | $5,292-27.0% | $4,729-18.3% | $6,401-39.6% |
| Admin fee / account holder | $750 | $7,492-90.0% | $6,412-88.3% | $11,429-93.4% |