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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 | $106,588-50.6% | $94,215-44.1% | $155,188-66.0% |
| Participation rate | 27.3% | 74.3%-47.0pp | 70.0%-42.7pp | 80.8%-53.5pp |
| Annual return | -23.04% | 29.39%-52.4pp | 28.22%-51.3pp | 148.84%-171.9pp |
| Employer contribution / active EE | $1,378 | $3,080-55.3% | $2,675-48.5% | $4,248-67.6% |
| Participant deferral / active EE | $1,660 | $4,802-65.4% | $4,276-61.2% | $6,531-74.6% |
| Admin fee / account holder | $12,011 | $12,281-2.2% | $10,216+17.6% | $14,480-17.1% |