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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 | $57,985 | $95,915-39.5% | $79,580-27.1% | $134,532-56.9% |
| Participation rate | 59.1% | 75.0%-16.0pp | 69.5%-10.4pp | 81.2%-22.1pp |
| Annual return | -21.00% | -2.71%-18.3pp | 0.15%-21.2pp | 418.27%-439.3pp |
| Employer contribution / active EE | $1,982 | $3,129-36.6% | $2,413-17.9% | $4,741-58.2% |
| Participant deferral / active EE | $3,144 | $4,693-33.0% | $3,985-21.1% | $6,401-50.9% |
| Admin fee / account holder | $1,031 | $9,132-88.7% | $6,835-84.9% | $11,429-91.0% |