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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 | $61,794 | $133,981-53.9% | $112,249-44.9% | $134,532-54.1% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -21.24% | 47.16%-68.4pp | 27.48%-48.7pp | 418.27%-439.5pp |
| Employer contribution / active EE | $2,010 | $4,040-50.2% | $3,636-44.7% | $4,741-57.6% |
| Participant deferral / active EE | $3,560 | $5,292-32.7% | $4,729-24.7% | $6,401-44.4% |
| Admin fee / account holder | $839 | $7,492-88.8% | $6,412-86.9% | $11,429-92.7% |