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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 | $39,858 | $95,895-58.4% | $79,576-49.9% | $134,509-70.4% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -22.62% | -2.72%-19.9pp | 0.15%-22.8pp | 418.13%-440.8pp |
| Employer contribution / active EE | $2,281 | $3,128-27.1% | $2,413-5.5% | $4,741-51.9% |
| Participant deferral / active EE | $5,400 | $4,693+15.1% | $3,985+35.5% | $6,400-15.6% |
| Admin fee / account holder | $1,035 | $9,129-88.7% | $6,834-84.9% | $11,427-90.9% |