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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 | $57,995 | $167,504-65.4% | $151,628-61.8% | $134,509-56.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -27.16% | 7.81%-35.0pp | 3.34%-30.5pp | 418.13%-445.3pp |
| Employer contribution / active EE | $2,500 | $6,828-63.4% | $6,165-59.4% | $4,741-47.3% |
| Participant deferral / active EE | $4,800 | $8,985-46.6% | $8,363-42.6% | $6,400-25.0% |
| Admin fee / account holder | $1,278 | $13,779-90.7% | $11,613-89.0% | $11,427-88.8% |