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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 | $43,849 | $91,911-52.3% | $68,612-36.1% | $135,380-67.6% |
| Participation rate | 66.7% | 76.7%-10.1pp | 72.2%-5.6pp | 82.6%-16.0pp |
| Annual return | -12.29% | -8.22%-4.1pp | -4.63%-7.7pp | 519.81%-532.1pp |
| Employer contribution / active EE | $1,288 | $3,924-67.2% | $2,625-50.9% | $4,779-73.0% |
| Participant deferral / active EE | $4,949 | $4,315+14.7% | $3,311+49.5% | $5,609-11.8% |
| Admin fee / account holder | $1,393 | $9,240-84.9% | $5,131-72.9% | $10,828-87.1% |