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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 | $78,508 | $95,917-18.2% | $79,583-1.4% | $134,545-41.6% |
| Participation rate | 55.0% | 75.0%-20.0pp | 69.5%-14.5pp | 81.2%-26.2pp |
| Annual return | -22.22% | -2.70%-19.5pp | 0.16%-22.4pp | 418.37%-440.6pp |
| Employer contribution / active EE | $1,118 | $3,129-64.3% | $2,414-53.7% | $4,742-76.4% |
| Participant deferral / active EE | $4,199 | $4,694-10.5% | $3,986+5.4% | $6,401-34.4% |
| Admin fee / account holder | $1,139 | $9,132-87.5% | $6,835-83.3% | $11,431-90.0% |