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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 | $40,061 | $101,798-60.6% | $165,071-75.7% | $80,935-50.5% |
| Participation rate | 56.8% | 71.8%-15.1pp | 78.6%-21.9pp | 67.7%-10.9pp |
| Annual return | -34.19% | 16.73%-50.9pp | 70.17%-104.4pp | 35.66%-69.8pp |
| Employer contribution / active EE | $2,548 | $2,954-13.8% | $4,347-41.4% | $2,757-7.6% |
| Participant deferral / active EE | $5,839 | $4,476+30.4% | $6,035-3.2% | $4,299+35.8% |
| Admin fee / account holder | $22,910 | $8,221+178.7% | $12,695+80.5% | $6,924+230.9% |