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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 | $35,217 | $54,355-35.2% | $82,744-57.4% | $68,486-48.6% |
| Participation rate | 40.7% | 63.9%-23.2pp | 72.6%-31.9pp | 67.9%-27.2pp |
| Annual return | -19.99% | -13.67%-6.3pp | 702.22%-722.2pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,116 | $2,219-49.7% | $3,008-62.9% | $2,597-57.0% |
| Participant deferral / active EE | $1,784 | $3,246-45.0% | $4,395-59.4% | $4,028-55.7% |
| Admin fee / account holder | $1,703 | $4,397-61.3% | $5,325-68.0% | $5,404-68.5% |