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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 | $38,959 | $93,098-58.2% | $77,081-49.5% | $134,509-71.0% |
| Participation rate | 20.0% | 74.5%-54.5pp | 67.9%-47.9pp | 81.2%-61.2pp |
| Annual return | -23.89% | 62.63%-86.5pp | 42.33%-66.2pp | 418.13%-442.0pp |
| Employer contribution / active EE | $910 | $3,419-73.4% | $2,813-67.7% | $4,741-80.8% |
| Participant deferral / active EE | $3,669 | $5,239-30.0% | $4,428-17.1% | $6,400-42.7% |
| Admin fee / account holder | $434 | $6,945-93.8% | $5,427-92.0% | $11,427-96.2% |