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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 | $47,476 | $168,635-71.8% | $147,617-67.8% | $125,389-62.1% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -5.36% | 77.65%-83.0pp | 61.98%-67.3pp | 282.24%-287.6pp |
| Employer contribution / active EE | $6,191 | $6,252-1.0% | $5,564+11.3% | $4,866+27.2% |
| Participant deferral / active EE | $4,115 | $5,507-25.3% | $4,895-15.9% | $5,352-23.1% |
| Admin fee / account holder | $361 | $13,580-97.3% | $11,612-96.9% | $9,541-96.2% |