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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 | $32,071 | $54,357-41.0% | $82,706-61.2% | $68,495-53.2% |
| Participation rate | 44.8% | 63.9%-19.1pp | 72.6%-27.7pp | 67.9%-23.1pp |
| Annual return | -20.08% | -13.67%-6.4pp | 701.76%-721.8pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,184 | $2,218-46.6% | $3,007-60.6% | $2,596-54.4% |
| Participant deferral / active EE | $1,881 | $3,246-42.1% | $4,394-57.2% | $4,028-53.3% |
| Admin fee / account holder | $3,903 | $4,396-11.2% | $5,329-26.7% | $5,403-27.8% |