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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 | $46,927 | $100,811-53.5% | $86,698-45.9% | $134,545-65.1% |
| Participation rate | 68.4% | 79.0%-10.5pp | 76.6%-8.2pp | 81.2%-12.8pp |
| Annual return | -20.92% | 29.11%-50.0pp | 35.96%-56.9pp | 418.37%-439.3pp |
| Employer contribution / active EE | $2,283 | $3,490-34.6% | $2,837-19.5% | $4,742-51.9% |
| Participant deferral / active EE | $5,068 | $5,339-5.1% | $4,656+8.8% | $6,401-20.8% |
| Admin fee / account holder | $2,031 | $10,926-81.4% | $7,492-72.9% | $11,431-82.2% |