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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 | $41,013 | $100,805-59.3% | $86,698-52.7% | $134,532-69.5% |
| Participation rate | 63.6% | 79.0%-15.3pp | 76.6%-13.0pp | 81.2%-17.6pp |
| Annual return | -34.44% | 29.09%-63.5pp | 35.95%-70.4pp | 418.27%-452.7pp |
| Employer contribution / active EE | $1,072 | $3,490-69.3% | $2,837-62.2% | $4,741-77.4% |
| Participant deferral / active EE | $3,071 | $5,339-42.5% | $4,656-34.0% | $6,401-52.0% |
| Admin fee / account holder | $6,985 | $10,925-36.1% | $7,493-6.8% | $11,429-38.9% |