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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 | $48,183 | $82,674-41.7% | $125,381-61.6% | $68,486-29.6% |
| Participation rate | 53.6% | 75.1%-21.5pp | 82.4%-28.8pp | 67.9%-14.3pp |
| Annual return | -19.56% | -5.97%-13.6pp | 572.31%-591.9pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,050 | $3,382-69.0% | $4,815-78.2% | $2,597-59.6% |
| Participant deferral / active EE | $3,807 | $6,111-37.7% | $7,448-48.9% | $4,028-5.5% |
| Admin fee / account holder | $1,234 | $6,277-80.3% | $10,007-87.7% | $5,404-77.2% |