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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 | $48,851 | $158,827-69.2% | $121,208-59.7% | $135,382-63.9% |
| Participation rate | 61.9% | 79.3%-17.4pp | 71.8%-9.9pp | 82.6%-20.7pp |
| Annual return | -9.51% | -0.64%-8.9pp | 16.93%-26.4pp | 519.77%-529.3pp |
| Employer contribution / active EE | $1,187 | $5,666-79.1% | $4,023-70.5% | $4,779-75.2% |
| Participant deferral / active EE | $2,615 | $4,006-34.7% | $3,345-21.8% | $5,609-53.4% |
| Admin fee / account holder | $785 | $6,514-87.9% | $5,020-84.4% | $10,829-92.7% |