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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 | $39,881 | $57,352-30.5% | $83,831-52.4% | $64,173-37.9% |
| Participation rate | 65.9% | 68.6%-2.8pp | 76.1%-10.3pp | 69.6%-3.7pp |
| Annual return | -10.01% | 11.38%-21.4pp | 850.99%-861.0pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,599 | $2,546-37.2% | $3,631-56.0% | $2,381-32.8% |
| Participant deferral / active EE | $2,723 | $2,993-9.0% | $4,082-33.3% | $3,470-21.5% |
| Admin fee / account holder | $1,613 | $4,046-60.1% | $5,479-70.6% | $4,887-67.0% |