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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 | $52,117 | $54,357-4.1% | $82,706-37.0% | $68,495-23.9% |
| Participation rate | 51.4% | 63.9%-12.5pp | 72.6%-21.1pp | 67.9%-16.5pp |
| Annual return | -20.31% | -13.67%-6.6pp | 701.76%-722.1pp | -7.84%-12.5pp |
| Employer contribution / active EE | $764 | $2,218-65.6% | $3,007-74.6% | $2,596-70.6% |
| Participant deferral / active EE | $3,095 | $3,246-4.7% | $4,394-29.6% | $4,028-23.2% |
| Admin fee / account holder | $3,947 | $4,396-10.2% | $5,329-25.9% | $5,403-26.9% |