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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 | $56,742 | $93,124-39.1% | $77,100-26.4% | $134,545-57.8% |
| Participation rate | 21.1% | 74.5%-53.4pp | 67.9%-46.9pp | 81.2%-60.2pp |
| Annual return | -21.92% | 62.68%-84.6pp | 42.35%-64.3pp | 418.37%-440.3pp |
| Employer contribution / active EE | $1,343 | $3,421-60.7% | $2,815-52.3% | $4,742-71.7% |
| Participant deferral / active EE | $5,667 | $5,242+8.1% | $4,430+27.9% | $6,401-11.5% |
| Admin fee / account holder | $910 | $6,970-86.9% | $5,443-83.3% | $11,431-92.0% |