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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 | $40,404 | $69,012-41.5% | $160,009-74.7% | $68,486-41.0% |
| Participation rate | 47.1% | 65.4%-18.4pp | 78.0%-30.9pp | 67.9%-20.8pp |
| Annual return | -21.55% | -9.65%-11.9pp | 408.85%-430.4pp | -7.85%-13.7pp |
| Employer contribution / active EE | $1,254 | $2,212-43.3% | $4,225-70.3% | $2,597-51.7% |
| Participant deferral / active EE | $2,914 | $4,212-30.8% | $6,183-52.9% | $4,028-27.6% |
| Admin fee / account holder | $1,990 | $4,798-58.5% | $8,715-77.2% | $5,404-63.2% |