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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 | $39,201 | $129,959-69.8% | $104,301-62.4% | $134,532-70.9% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -21.16% | 42.04%-63.2pp | 24.61%-45.8pp | 418.27%-439.4pp |
| Employer contribution / active EE | $2,457 | $4,185-41.3% | $3,373-27.1% | $4,741-48.2% |
| Participant deferral / active EE | $5,544 | $5,589-0.8% | $4,626+19.9% | $6,401-13.4% |
| Admin fee / account holder | $1,003 | $9,325-89.2% | $7,340-86.3% | $11,429-91.2% |