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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 | $55,037 | $211,946-74.0% | $169,452-67.5% | $135,379-59.3% |
| Participation rate | 37.5% | 82.6%-45.1pp | 77.8%-40.3pp | 82.6%-45.1pp |
| Annual return | -12.10% | 3.26%-15.4pp | 1.83%-13.9pp | 519.79%-531.9pp |
| Employer contribution / active EE | $1,390 | $5,117-72.8% | $4,157-66.6% | $4,779-70.9% |
| Participant deferral / active EE | $3,357 | $6,075-44.7% | $5,277-36.4% | $5,609-40.2% |
| Admin fee / account holder | $1,605 | $11,472-86.0% | $9,110-82.4% | $10,828-85.2% |