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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 | $51,922 | $100,805-48.5% | $86,698-40.1% | $134,532-61.4% |
| Participation rate | 65.0% | 79.0%-14.0pp | 76.6%-11.6pp | 81.2%-16.2pp |
| Annual return | -20.49% | 29.09%-49.6pp | 35.95%-56.4pp | 418.27%-438.8pp |
| Employer contribution / active EE | $2,140 | $3,490-38.7% | $2,837-24.6% | $4,741-54.9% |
| Participant deferral / active EE | $5,274 | $5,339-1.2% | $4,656+13.3% | $6,401-17.6% |
| Admin fee / account holder | $4,872 | $10,925-55.4% | $7,493-35.0% | $11,429-57.4% |