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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 | $47,312 | $62,409-24.2% | $120,574-60.8% | $74,459-36.5% |
| Participation rate | 36.0% | 56.8%-20.7pp | 71.9%-35.9pp | 67.2%-31.2pp |
| Annual return | -5.48% | 18.62%-24.1pp | 107.42%-112.9pp | 1369.70%-1375.2pp |
| Employer contribution / active EE | $607 | $1,847-67.1% | $3,471-82.5% | $2,626-76.9% |
| Participant deferral / active EE | $1,227 | $2,888-57.5% | $4,996-75.4% | $4,350-71.8% |
| Admin fee / account holder | $8,425 | $2,394+252.0% | $9,445-10.8% | $1,945+333.2% |