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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 | $37,640 | $49,177-23.5% | $79,466-52.6% | $64,173-41.3% |
| Participation rate | 56.7% | 65.0%-8.4pp | 73.3%-16.7pp | 69.6%-12.9pp |
| Annual return | -9.90% | -1.16%-8.7pp | 718.28%-728.2pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,894 | $2,076-8.8% | $2,800-32.4% | $2,381-20.4% |
| Participant deferral / active EE | $4,018 | $2,821+42.4% | $3,704+8.5% | $3,470+15.8% |
| Admin fee / account holder | $1,359 | $3,839-64.6% | $5,104-73.4% | $4,887-72.2% |