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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 | $56,981 | $142,361-60.0% | $119,608-52.4% | $134,509-57.6% |
| Participation rate | 37.5% | 82.8%-45.3pp | 79.3%-41.8pp | 81.2%-43.7pp |
| Annual return | -23.80% | -12.46%-11.3pp | -14.98%-8.8pp | 418.13%-441.9pp |
| Employer contribution / active EE | $1,318 | $5,224-74.8% | $4,232-68.9% | $4,741-72.2% |
| Participant deferral / active EE | $4,181 | $6,468-35.4% | $5,601-25.4% | $6,400-34.7% |
| Admin fee / account holder | $546 | $13,588-96.0% | $10,326-94.7% | $11,427-95.2% |