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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 | $38,727 | $72,404-46.5% | $110,241-64.9% | $64,181-39.7% |
| Participation rate | 55.9% | 73.3%-17.4pp | 79.8%-23.9pp | 69.6%-13.6pp |
| Annual return | -12.31% | -6.29%-6.0pp | 314.75%-327.1pp | 7.63%-19.9pp |
| Employer contribution / active EE | $2,117 | $2,282-7.2% | $3,827-44.7% | $2,381-11.1% |
| Participant deferral / active EE | $5,203 | $3,469+50.0% | $4,672+11.4% | $3,470+50.0% |
| Admin fee / account holder | $5,995 | $5,664+5.8% | $8,548-29.9% | $4,887+22.7% |