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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 | $36,774 | $95,915-61.7% | $79,580-53.8% | $134,532-72.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -21.58% | -2.71%-18.9pp | 0.15%-21.7pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,005 | $3,129-67.9% | $2,413-58.4% | $4,741-78.8% |
| Participant deferral / active EE | $5,929 | $4,693+26.3% | $3,985+48.8% | $6,401-7.4% |
| Admin fee / account holder | $580 | $9,132-93.6% | $6,835-91.5% | $11,429-94.9% |