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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 | $42,858 | $52,519-18.4% | $155,789-72.5% | $59,633-28.1% |
| Participation rate | 32.7% | 61.7%-29.0pp | 76.1%-43.4pp | 68.7%-36.0pp |
| Annual return | -6.11% | 53.51%-59.6pp | 71.54%-77.6pp | 2041.45%-2047.6pp |
| Employer contribution / active EE | $822 | $1,589-48.3% | $3,839-78.6% | $2,203-62.7% |
| Participant deferral / active EE | $1,475 | $3,084-52.2% | $4,798-69.3% | $3,192-53.8% |
| Admin fee / account holder | $3,895 | $3,540+10.0% | $7,477-47.9% | $4,297-9.4% |