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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 | $41,730 | $131,835-68.3% | $108,582-61.6% | $273,972-84.8% |
| Participation rate | 61.9% | 83.5%-21.6pp | 79.6%-17.7pp | 83.0%-21.1pp |
| Annual return | 0.57% | -91.57%+92.1pp | -51.70%+52.3pp | 41.46%-40.9pp |
| Employer contribution / active EE | $1,206 | $4,913-75.5% | $3,758-67.9% | $4,869-75.2% |
| Participant deferral / active EE | $2,112 | $5,127-58.8% | $4,311-51.0% | $5,287-60.1% |
| Admin fee / account holder | $2,913 | $10,253-71.6% | $7,645-61.9% | $10,133-71.3% |