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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 | $41,389 | $82,678-49.9% | $125,391-67.0% | $68,490-39.6% |
| Participation rate | 25.9% | 75.1%-49.1pp | 82.4%-56.5pp | 67.9%-42.0pp |
| Annual return | -19.92% | -5.97%-14.0pp | 572.41%-592.3pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,561 | $3,382-53.9% | $4,816-67.6% | $2,597-39.9% |
| Participant deferral / active EE | $2,559 | $6,111-58.1% | $7,448-65.6% | $4,028-36.5% |
| Admin fee / account holder | $6,850 | $6,277+9.1% | $10,009-31.6% | $5,403+26.8% |