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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 | $78,634 | $129,959-39.5% | $104,301-24.6% | $134,532-41.5% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | -23.53% | 42.04%-65.6pp | 24.61%-48.1pp | 418.27%-441.8pp |
| Employer contribution / active EE | $1,286 | $4,185-69.3% | $3,373-61.9% | $4,741-72.9% |
| Participant deferral / active EE | $3,113 | $5,589-44.3% | $4,626-32.7% | $6,401-51.4% |
| Admin fee / account holder | $877 | $9,325-90.6% | $7,340-88.1% | $11,429-92.3% |