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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 | $44,722 | $40,275+11.0% | $57,356-22.0% | $59,633-25.0% |
| Participation rate | 44.7% | 69.1%-24.4pp | 75.1%-30.3pp | 68.7%-23.9pp |
| Annual return | -43.31% | 27.52%-70.8pp | 24.41%-67.7pp | 2041.45%-2084.8pp |
| Employer contribution / active EE | $356 | $1,921-81.5% | $2,689-86.8% | $2,203-83.9% |
| Participant deferral / active EE | $1,348 | $2,400-43.8% | $3,162-57.4% | $3,192-57.8% |
| Admin fee / account holder | $2,784 | $2,820-1.3% | $3,357-17.1% | $4,297-35.2% |