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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 | $38,226 | $95,188-59.8% | $76,518-50.0% | $135,379-71.8% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | -11.96% | 4.85%-16.8pp | -0.27%-11.7pp | 519.79%-531.8pp |
| Employer contribution / active EE | $1,147 | $3,303-65.3% | $2,647-56.7% | $4,779-76.0% |
| Participant deferral / active EE | $1,435 | $4,640-69.1% | $3,836-62.6% | $5,609-74.4% |
| Admin fee / account holder | $928 | $6,249-85.1% | $4,849-80.9% | $10,828-91.4% |