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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 | $45,064 | $133,983-66.4% | $112,244-59.9% | $134,493-66.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -21.38% | 47.13%-68.5pp | 27.46%-48.8pp | 418.01%-439.4pp |
| Employer contribution / active EE | $2,955 | $4,039-26.8% | $3,635-18.7% | $4,740-37.7% |
| Participant deferral / active EE | $4,900 | $5,291-7.4% | $4,728+3.6% | $6,400-23.4% |
| Admin fee / account holder | $738 | $7,490-90.1% | $6,411-88.5% | $11,425-93.5% |