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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 | $42,093 | $52,678-20.1% | $75,784-44.5% | $59,633-29.4% |
| Participation rate | 60.8% | 67.2%-6.4pp | 75.8%-15.0pp | 68.7%-7.9pp |
| Annual return | -4.51% | 2.95%-7.5pp | 9.68%-14.2pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $1,001 | $2,193-54.4% | $3,323-69.9% | $2,203-54.6% |
| Participant deferral / active EE | $2,041 | $2,591-21.2% | $3,652-44.1% | $3,192-36.0% |
| Admin fee / account holder | $9,767 | $3,610+170.5% | $5,300+84.3% | $4,297+127.3% |