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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 | $45,814 | $93,124-50.8% | $77,100-40.6% | $134,545-65.9% |
| Participation rate | 44.4% | 74.5%-30.1pp | 67.9%-23.5pp | 81.2%-36.8pp |
| Annual return | -24.56% | 62.68%-87.2pp | 42.35%-66.9pp | 418.37%-442.9pp |
| Employer contribution / active EE | $1,614 | $3,421-52.8% | $2,815-42.7% | $4,742-66.0% |
| Participant deferral / active EE | $2,008 | $5,242-61.7% | $4,430-54.7% | $6,401-68.6% |
| Admin fee / account holder | $3,047 | $6,970-56.3% | $5,443-44.0% | $11,431-73.3% |