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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 | $56,945 | $94,529-39.8% | $140,019-59.3% | $64,181-11.3% |
| Participation rate | 55.2% | 84.1%-28.9pp | 87.5%-32.3pp | 69.6%-14.4pp |
| Annual return | -10.52% | 7.77%-18.3pp | 651.15%-661.7pp | 7.63%-18.2pp |
| Employer contribution / active EE | $1,408 | $3,812-63.1% | $5,605-74.9% | $2,381-40.9% |
| Participant deferral / active EE | $3,223 | $5,250-38.6% | $6,927-53.5% | $3,470-7.1% |
| Admin fee / account holder | $1,144 | $6,741-83.0% | $10,705-89.3% | $4,887-76.6% |