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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 | $59,829 | $110,303-45.8% | $95,759-37.5% | $139,487-57.1% |
| Participation rate | 60.0% | 75.7%-15.7pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | -54.55% | 27.19%-81.7pp | 28.42%-83.0pp | 373.84%-428.4pp |
| Employer contribution / active EE | $2,936 | $3,261-10.0% | $2,836+3.5% | $4,755-38.3% |
| Participant deferral / active EE | $5,713 | $4,674+22.2% | $4,244+34.6% | $6,713-14.9% |
| Admin fee / account holder | $1,710 | $6,615-74.1% | $5,678-69.9% | $11,407-85.0% |