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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 | $40,175 | $59,107-32.0% | $86,439-53.5% | $68,495-41.3% |
| Participation rate | 69.1% | 75.2%-6.2pp | 80.3%-11.2pp | 67.9%+1.2pp |
| Annual return | -20.06% | -0.23%-19.8pp | 4395.55%-4415.6pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,404 | $2,519-4.5% | $3,769-36.2% | $2,596-7.4% |
| Participant deferral / active EE | $3,376 | $5,901-42.8% | $6,952-51.4% | $4,028-16.2% |
| Admin fee / account holder | $2,387 | $5,637-57.7% | $6,732-64.5% | $5,403-55.8% |