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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 | $52,368 | $56,200-6.8% | $67,653-22.6% | $59,633-12.2% |
| Participation rate | 53.3% | 71.5%-18.1pp | 75.7%-22.3pp | 68.7%-15.3pp |
| Annual return | -3.65% | 18506.71%-18510.4pp | 6625.22%-6628.9pp | 2041.40%-2045.1pp |
| Employer contribution / active EE | $1,311 | $1,615-18.8% | $2,266-42.1% | $2,203-40.5% |
| Participant deferral / active EE | $3,123 | $2,843+9.8% | $3,560-12.3% | $3,192-2.2% |
| Admin fee / account holder | $1,129 | $3,959-71.5% | $4,821-76.6% | $4,297-73.7% |