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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 | $42,328 | $54,355-22.1% | $82,744-48.8% | $68,486-38.2% |
| Participation rate | 37.0% | 63.9%-26.9pp | 72.6%-35.5pp | 67.9%-30.9pp |
| Annual return | -20.01% | -13.67%-6.3pp | 702.22%-722.2pp | -7.85%-12.2pp |
| Employer contribution / active EE | $1,884 | $2,219-15.1% | $3,008-37.4% | $2,597-27.5% |
| Participant deferral / active EE | $2,835 | $3,246-12.7% | $4,395-35.5% | $4,028-29.6% |
| Admin fee / account holder | $1,397 | $4,397-68.2% | $5,325-73.8% | $5,404-74.1% |