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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 | $35,620 | $93,098-61.7% | $77,081-53.8% | $134,509-73.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -22.09% | 62.63%-84.7pp | 42.33%-64.4pp | 418.13%-440.2pp |
| Employer contribution / active EE | $974 | $3,419-71.5% | $2,813-65.4% | $4,741-79.5% |
| Participant deferral / active EE | $1,522 | $5,239-70.9% | $4,428-65.6% | $6,400-76.2% |
| Admin fee / account holder | $496 | $6,945-92.9% | $5,427-90.9% | $11,427-95.7% |