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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 | $38,338 | $57,352-33.2% | $83,830-54.3% | $64,173-40.3% |
| Participation rate | 37.1% | 68.6%-31.5pp | 76.1%-39.0pp | 69.6%-32.5pp |
| Annual return | -18.93% | 11.38%-30.3pp | 850.97%-869.9pp | 7.63%-26.6pp |
| Employer contribution / active EE | $1,376 | $2,546-45.9% | $3,631-62.1% | $2,381-42.2% |
| Participant deferral / active EE | $2,280 | $2,993-23.8% | $4,082-44.1% | $3,470-34.3% |
| Admin fee / account holder | $34,792 | $4,046+759.9% | $5,479+535.1% | $4,887+611.9% |