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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 | $51,456 | $99,032-48.0% | $80,022-35.7% | $135,380-62.0% |
| Participation rate | 57.1% | 78.4%-21.2pp | 75.8%-18.7pp | 82.6%-25.5pp |
| Annual return | -10.14% | 15.39%-25.5pp | 11.22%-21.4pp | 519.81%-529.9pp |
| Employer contribution / active EE | $1,520 | $3,043-50.1% | $2,468-38.4% | $4,779-68.2% |
| Participant deferral / active EE | $3,781 | $4,282-11.7% | $3,686+2.6% | $5,609-32.6% |
| Admin fee / account holder | $739 | $10,436-92.9% | $6,521-88.7% | $10,828-93.2% |