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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 | $48,609 | $133,981-63.7% | $112,249-56.7% | $134,532-63.9% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -24.89% | 47.16%-72.0pp | 27.48%-52.4pp | 418.27%-443.2pp |
| Employer contribution / active EE | $2,038 | $4,040-49.5% | $3,636-43.9% | $4,741-57.0% |
| Participant deferral / active EE | $2,612 | $5,292-50.7% | $4,729-44.8% | $6,401-59.2% |
| Admin fee / account holder | $5,229 | $7,492-30.2% | $6,412-18.4% | $11,429-54.2% |