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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 | $38,949 | $110,248-64.7% | $95,728-59.3% | $139,456-72.1% |
| Participation rate | 56.5% | 75.7%-19.2pp | 72.3%-15.7pp | 80.3%-23.8pp |
| Annual return | -21.03% | 27.16%-48.2pp | 28.40%-49.4pp | 373.45%-394.5pp |
| Employer contribution / active EE | $1,037 | $3,258-68.2% | $2,835-63.4% | $4,753-78.2% |
| Participant deferral / active EE | $2,614 | $4,675-44.1% | $4,245-38.4% | $6,711-61.0% |
| Admin fee / account holder | $12,140 | $6,607+83.7% | $5,673+114.0% | $11,407+6.4% |