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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 | $37,787 | $75,962-50.3% | $154,111-75.5% | $64,173-41.1% |
| Participation rate | 48.4% | 70.4%-22.0pp | 83.0%-34.7pp | 69.6%-21.2pp |
| Annual return | -10.00% | 30.32%-40.3pp | 735.18%-745.2pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,386 | $3,350-58.6% | $5,298-73.8% | $2,381-41.8% |
| Participant deferral / active EE | $1,585 | $3,175-50.1% | $5,081-68.8% | $3,470-54.3% |
| Admin fee / account holder | $754 | $5,589-86.5% | $13,411-94.4% | $4,887-84.6% |