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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 | $38,146 | $57,352-33.5% | $83,830-54.5% | $64,173-40.6% |
| Participation rate | 63.2% | 68.6%-5.4pp | 76.1%-13.0pp | 69.6%-6.4pp |
| Annual return | -9.88% | 11.38%-21.3pp | 850.97%-860.9pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,447 | $2,546-43.1% | $3,631-60.1% | $2,381-39.2% |
| Participant deferral / active EE | $2,365 | $2,993-21.0% | $4,082-42.1% | $3,470-31.8% |
| Admin fee / account holder | $903 | $4,046-77.7% | $5,479-83.5% | $4,887-81.5% |