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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 | $40,379 | $153,311-73.7% | $109,313-63.1% | $273,972-85.3% |
| Participation rate | 40.0% | 80.1%-40.1pp | 71.3%-31.3pp | 83.0%-43.0pp |
| Annual return | -33.01% | 29.86%-62.9pp | 22.07%-55.1pp | 41.46%-74.5pp |
| Employer contribution / active EE | $2,000 | $5,619-64.4% | $3,892-48.6% | $4,869-58.9% |
| Participant deferral / active EE | $2,000 | $3,932-49.1% | $3,166-36.8% | $5,287-62.2% |
| Admin fee / account holder | $5,054 | $8,076-37.4% | $5,666-10.8% | $10,133-50.1% |