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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 | $46,675 | $99,032-52.9% | $80,022-41.7% | $135,379-65.5% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -9.59% | 15.39%-25.0pp | 11.22%-20.8pp | 519.79%-529.4pp |
| Employer contribution / active EE | $2,053 | $3,043-32.6% | $2,468-16.8% | $4,779-57.0% |
| Participant deferral / active EE | $2,909 | $4,282-32.1% | $3,686-21.1% | $5,609-48.1% |
| Admin fee / account holder | $1,991 | $10,436-80.9% | $6,521-69.5% | $10,828-81.6% |