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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 | $45,494 | $57,352-20.7% | $83,830-45.7% | $64,173-29.1% |
| Participation rate | 64.6% | 68.6%-4.0pp | 76.1%-11.6pp | 69.6%-5.0pp |
| Annual return | -12.03% | 11.38%-23.4pp | 850.97%-863.0pp | 7.63%-19.7pp |
| Employer contribution / active EE | $1,294 | $2,546-49.2% | $3,631-64.4% | $2,381-45.7% |
| Participant deferral / active EE | $2,929 | $2,993-2.1% | $4,082-28.2% | $3,470-15.6% |
| Admin fee / account holder | $476 | $4,046-88.2% | $5,479-91.3% | $4,887-90.3% |