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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 | $53,381 | $96,236-44.5% | $133,698-60.1% | $80,959-34.1% |
| Participation rate | 51.9% | 71.2%-19.4pp | 76.4%-24.6pp | 67.7%-15.8pp |
| Annual return | -11.12% | 28.74%-39.9pp | 580.90%-592.0pp | 35.67%-46.8pp |
| Employer contribution / active EE | $1,309 | $3,350-60.9% | $4,218-69.0% | $2,757-52.5% |
| Participant deferral / active EE | $1,902 | $5,709-66.7% | $7,016-72.9% | $4,300-55.8% |
| Admin fee / account holder | $1,278 | $8,250-84.5% | $6,703-80.9% | $6,925-81.6% |