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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 | $37,897 | $133,981-71.7% | $112,249-66.2% | $134,532-71.8% |
| Participation rate | 55.0% | 78.6%-23.6pp | 75.1%-20.1pp | 81.2%-26.2pp |
| Annual return | -21.20% | 47.16%-68.4pp | 27.48%-48.7pp | 418.27%-439.5pp |
| Employer contribution / active EE | $2,306 | $4,040-42.9% | $3,636-36.6% | $4,741-51.4% |
| Participant deferral / active EE | $4,493 | $5,292-15.1% | $4,729-5.0% | $6,401-29.8% |
| Admin fee / account holder | $796 | $7,492-89.4% | $6,412-87.6% | $11,429-93.0% |