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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 | $64,835 | $93,098-30.4% | $77,081-15.9% | $134,509-51.8% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | -25.76% | 62.63%-88.4pp | 42.33%-68.1pp | 418.13%-443.9pp |
| Employer contribution / active EE | $2,257 | $3,419-34.0% | $2,813-19.8% | $4,741-52.4% |
| Participant deferral / active EE | $4,671 | $5,239-10.9% | $4,428+5.5% | $6,400-27.0% |
| Admin fee / account holder | $609 | $6,945-91.2% | $5,427-88.8% | $11,427-94.7% |