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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 | $46,089 | $115,814-60.2% | $101,275-54.5% | $158,982-71.0% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | -1.81% | 56.16%-58.0pp | 46.48%-48.3pp | 302.99%-304.8pp |
| Employer contribution / active EE | $2,175 | $4,176-47.9% | $3,660-40.6% | $4,763-54.3% |
| Participant deferral / active EE | $4,957 | $4,9580% | $4,371+13.4% | $5,983-17.2% |
| Admin fee / account holder | $5,127 | $7,249-29.3% | $5,948-13.8% | $11,252-54.4% |