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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 | $40,552 | $115,814-65.0% | $101,275-60.0% | $158,982-74.5% |
| Participation rate | 36.4% | 79.4%-43.0pp | 75.8%-39.4pp | 82.0%-45.6pp |
| Annual return | -5.90% | 56.16%-62.1pp | 46.48%-52.4pp | 302.99%-308.9pp |
| Employer contribution / active EE | $808 | $4,176-80.6% | $3,660-77.9% | $4,763-83.0% |
| Participant deferral / active EE | $5,324 | $4,958+7.4% | $4,371+21.8% | $5,983-11.0% |
| Admin fee / account holder | $3,616 | $7,249-50.1% | $5,948-39.2% | $11,252-67.9% |