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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 | $80,209 | $133,981-40.1% | $112,249-28.5% | $134,532-40.4% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -20.73% | 47.16%-67.9pp | 27.48%-48.2pp | 418.27%-439.0pp |
| Employer contribution / active EE | $2,486 | $4,040-38.5% | $3,636-31.6% | $4,741-47.6% |
| Participant deferral / active EE | $4,875 | $5,292-7.9% | $4,729+3.1% | $6,401-23.8% |
| Admin fee / account holder | $845 | $7,492-88.7% | $6,412-86.8% | $11,429-92.6% |