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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 | $56,181 | $99,032-43.3% | $80,022-29.8% | $135,380-58.5% |
| Participation rate | 69.6% | 78.4%-8.8pp | 75.8%-6.3pp | 82.6%-13.1pp |
| Annual return | -9.97% | 15.39%-25.4pp | 11.22%-21.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $1,803 | $3,043-40.8% | $2,468-26.9% | $4,779-62.3% |
| Participant deferral / active EE | $4,157 | $4,282-2.9% | $3,686+12.8% | $5,609-25.9% |
| Admin fee / account holder | $3,739 | $10,436-64.2% | $6,521-42.7% | $10,828-65.5% |