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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 | $61,317 | $129,959-52.8% | $104,301-41.2% | $134,532-54.4% |
| Participation rate | 54.2% | 79.5%-25.4pp | 73.3%-19.1pp | 81.2%-27.1pp |
| Annual return | -24.03% | 42.04%-66.1pp | 24.61%-48.6pp | 418.27%-442.3pp |
| Employer contribution / active EE | $1,953 | $4,185-53.3% | $3,373-42.1% | $4,741-58.8% |
| Participant deferral / active EE | $3,633 | $5,589-35.0% | $4,626-21.5% | $6,401-43.2% |
| Admin fee / account holder | $651 | $9,325-93.0% | $7,340-91.1% | $11,429-94.3% |