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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 | $74,309 | $82,314-9.7% | $68,808+8.0% | $134,532-44.8% |
| Participation rate | 40.9% | 75.1%-34.1pp | 69.0%-28.1pp | 81.2%-40.3pp |
| Annual return | -22.11% | -2.18%-19.9pp | -6.37%-15.7pp | 418.27%-440.4pp |
| Employer contribution / active EE | $1,266 | $3,301-61.7% | $2,656-52.3% | $4,741-73.3% |
| Participant deferral / active EE | $2,705 | $4,740-42.9% | $3,942-31.4% | $6,401-57.7% |
| Admin fee / account holder | $2,003 | $6,484-69.1% | $4,936-59.4% | $11,429-82.5% |