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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 | $51,590 | $133,981-61.5% | $112,249-54.0% | $134,532-61.7% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -23.92% | 47.16%-71.1pp | 27.48%-51.4pp | 418.27%-442.2pp |
| Employer contribution / active EE | $912 | $4,040-77.4% | $3,636-74.9% | $4,741-80.8% |
| Participant deferral / active EE | $4,102 | $5,292-22.5% | $4,729-13.2% | $6,401-35.9% |
| Admin fee / account holder | $4,568 | $7,492-39.0% | $6,412-28.8% | $11,429-60.0% |