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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 | $53,584 | $152,542-64.9% | $117,498-54.4% | $134,509-60.2% |
| Participation rate | 55.6% | 77.1%-21.5pp | 70.6%-15.0pp | 81.2%-25.7pp |
| Annual return | -23.85% | 53.02%-76.9pp | 29.75%-53.6pp | 418.13%-442.0pp |
| Employer contribution / active EE | $1,107 | $5,574-80.1% | $4,178-73.5% | $4,741-76.7% |
| Participant deferral / active EE | $2,876 | $4,819-40.3% | $4,071-29.4% | $6,400-55.1% |
| Admin fee / account holder | $554 | $7,006-92.1% | $5,646-90.2% | $11,427-95.1% |