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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 | $42,910 | $75,962-43.5% | $154,108-72.2% | $64,173-33.1% |
| Participation rate | 65.9% | 70.4%-4.5pp | 83.0%-17.1pp | 69.6%-3.7pp |
| Annual return | -9.92% | 30.32%-40.2pp | 735.21%-745.1pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,841 | $3,350-45.0% | $5,298-65.2% | $2,381-22.7% |
| Participant deferral / active EE | $5,330 | $3,175+67.9% | $5,081+4.9% | $3,470+53.6% |
| Admin fee / account holder | $438 | $5,589-92.2% | $13,411-96.7% | $4,887-91.0% |