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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 | $53,813 | $91,537-41.2% | $130,045-58.6% | $75,173-28.4% |
| Participation rate | 51.9% | 71.5%-19.5pp | 78.5%-26.6pp | 67.2%-15.3pp |
| Annual return | 9.86% | -631.55%+641.4pp | -137.30%+147.2pp | 160.72%-150.9pp |
| Employer contribution / active EE | $1,525 | $2,845-46.4% | $4,321-64.7% | $2,671-42.9% |
| Participant deferral / active EE | $2,457 | $4,343-43.4% | $5,820-57.8% | $4,126-40.4% |
| Admin fee / account holder | $2,560 | $6,780-62.2% | $10,600-75.8% | $5,651-54.7% |