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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 | $98,601 | $129,959-24.1% | $104,301-5.5% | $134,532-26.7% |
| Participation rate | 53.3% | 79.5%-26.2pp | 73.3%-19.9pp | 81.2%-27.9pp |
| Annual return | -21.91% | 42.04%-64.0pp | 24.61%-46.5pp | 418.27%-440.2pp |
| Employer contribution / active EE | $1,214 | $4,185-71.0% | $3,373-64.0% | $4,741-74.4% |
| Participant deferral / active EE | $2,879 | $5,589-48.5% | $4,626-37.8% | $6,401-55.0% |
| Admin fee / account holder | $1,227 | $9,325-86.8% | $7,340-83.3% | $11,429-89.3% |