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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 | $45,313 | $93,117-51.3% | $77,096-41.2% | $134,532-66.3% |
| Participation rate | 61.5% | 74.5%-13.0pp | 67.9%-6.4pp | 81.2%-19.7pp |
| Annual return | -25.86% | 62.67%-88.5pp | 42.35%-68.2pp | 418.27%-444.1pp |
| Employer contribution / active EE | $1,682 | $3,420-50.8% | $2,814-40.2% | $4,741-64.5% |
| Participant deferral / active EE | $1,706 | $5,241-67.4% | $4,429-61.5% | $6,401-73.3% |
| Admin fee / account holder | $1,701 | $6,948-75.5% | $5,428-68.7% | $11,429-85.1% |