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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 | $39,683 | $110,379-64.0% | $102,412-61.3% | $145,884-72.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | -6.26% | 24.84%-31.1pp | 24.94%-31.2pp | 551.85%-558.1pp |
| Employer contribution / active EE | $1,936 | $4,216-54.1% | $3,870-50.0% | $4,662-58.5% |
| Participant deferral / active EE | $2,953 | $5,622-47.5% | $5,060-41.6% | $6,690-55.9% |
| Admin fee / account holder | $21,068 | $9,745+116.2% | $8,388+151.2% | $13,392+57.3% |