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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 | $38,568 | $68,996-44.1% | $159,991-75.9% | $68,495-43.7% |
| Participation rate | 51.3% | 65.4%-14.1pp | 78.0%-26.7pp | 67.9%-16.6pp |
| Annual return | -24.44% | -9.65%-14.8pp | 408.82%-433.3pp | -7.84%-16.6pp |
| Employer contribution / active EE | $1,697 | $2,212-23.3% | $4,225-59.8% | $2,596-34.6% |
| Participant deferral / active EE | $3,518 | $4,211-16.5% | $6,183-43.1% | $4,028-12.7% |
| Admin fee / account holder | $2,115 | $4,797-55.9% | $8,715-75.7% | $5,403-60.9% |