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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 | $56,460 | $122,042-53.7% | $184,260-69.4% | $74,459-24.2% |
| Participation rate | 49.2% | 85.5%-36.3pp | 86.8%-37.6pp | 67.2%-18.0pp |
| Annual return | -2.95% | 19.91%-22.9pp | 28.84%-31.8pp | 1369.70%-1372.7pp |
| Employer contribution / active EE | $2,578 | $4,537-43.2% | $6,427-59.9% | $2,626-1.8% |
| Participant deferral / active EE | $4,401 | $7,143-38.4% | $9,133-51.8% | $4,350+1.2% |
| Admin fee / account holder | $3,995 | $1,252+219.0% | $13,898-71.3% | $1,945+105.4% |