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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 | $38,800 | $54,355-28.6% | $82,744-53.1% | $68,486-43.3% |
| Participation rate | 62.1% | 63.9%-1.9pp | 72.6%-10.5pp | 67.9%-5.8pp |
| Annual return | -22.30% | -13.67%-8.6pp | 702.22%-724.5pp | -7.85%-14.4pp |
| Employer contribution / active EE | $1,942 | $2,219-12.5% | $3,008-35.4% | $2,597-25.2% |
| Participant deferral / active EE | $2,705 | $3,246-16.7% | $4,395-38.4% | $4,028-32.8% |
| Admin fee / account holder | $3,513 | $4,397-20.1% | $5,325-34.0% | $5,404-35.0% |