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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 | $52,692 | $87,166-39.5% | $76,735-31.3% | $137,256-61.6% |
| Participation rate | 27.3% | 74.4%-47.1pp | 69.5%-42.2pp | 80.0%-52.7pp |
| Annual return | -23.04% | 26.50%-49.5pp | 29.77%-52.8pp | 220.34%-243.4pp |
| Employer contribution / active EE | $1,378 | $2,904-52.6% | $2,454-43.9% | $4,156-66.9% |
| Participant deferral / active EE | $1,660 | $4,726-64.9% | $4,088-59.4% | $6,407-74.1% |
| Admin fee / account holder | $12,011 | $8,403+42.9% | $7,189+67.1% | $12,270-2.1% |