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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 | $39,940 | $167,353-76.1% | $143,797-72.2% | $134,545-70.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -23.75% | 0.48%-24.2pp | -0.04%-23.7pp | 418.37%-442.1pp |
| Employer contribution / active EE | $1,964 | $5,620-65.1% | $4,952-60.3% | $4,742-58.6% |
| Participant deferral / active EE | $2,959 | $6,447-54.1% | $5,638-47.5% | $6,401-53.8% |
| Admin fee / account holder | $448 | $18,096-97.5% | $14,679-96.9% | $11,431-96.1% |