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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 | $69,451 | $100,805-31.1% | $86,698-19.9% | $134,532-48.4% |
| Participation rate | 58.3% | 79.0%-20.6pp | 76.6%-18.3pp | 81.2%-22.9pp |
| Annual return | -21.99% | 29.09%-51.1pp | 35.95%-57.9pp | 418.27%-440.3pp |
| Employer contribution / active EE | $1,197 | $3,490-65.7% | $2,837-57.8% | $4,741-74.8% |
| Participant deferral / active EE | $3,465 | $5,339-35.1% | $4,656-25.6% | $6,401-45.9% |
| Admin fee / account holder | $668 | $10,925-93.9% | $7,493-91.1% | $11,429-94.2% |