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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 | $36,881 | $69,518-46.9% | $59,883-38.4% | $135,382-72.8% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.7%-34.7pp | 82.6%-42.6pp |
| Annual return | -10.17% | 7.95%-18.1pp | 3.46%-13.6pp | 519.77%-529.9pp |
| Employer contribution / active EE | $1,654 | $3,235-48.9% | $2,722-39.2% | $4,779-65.4% |
| Participant deferral / active EE | $5,254 | $4,204+25.0% | $3,402+54.5% | $5,609-6.3% |
| Admin fee / account holder | $439 | $5,734-92.3% | $3,591-87.8% | $10,829-95.9% |