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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 | $44,843 | $67,396-33.5% | $60,919-26.4% | $134,545-66.7% |
| Participation rate | 35.0% | 76.2%-41.2pp | 73.1%-38.1pp | 81.2%-46.2pp |
| Annual return | -21.91% | 50.12%-72.0pp | 16.96%-38.9pp | 418.37%-440.3pp |
| Employer contribution / active EE | $1,010 | $3,101-67.4% | $2,704-62.6% | $4,742-78.7% |
| Participant deferral / active EE | $3,300 | $4,534-27.2% | $3,814-13.5% | $6,401-48.4% |
| Admin fee / account holder | $1,620 | $4,590-64.7% | $3,228-49.8% | $11,431-85.8% |