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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 | $39,387 | $72,404-45.6% | $110,243-64.3% | $64,173-38.6% |
| Participation rate | 47.6% | 73.3%-25.7pp | 79.8%-32.2pp | 69.6%-22.0pp |
| Annual return | -9.57% | -6.29%-3.3pp | 314.76%-324.3pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,637 | $2,282-28.2% | $3,827-57.2% | $2,381-31.2% |
| Participant deferral / active EE | $3,613 | $3,469+4.1% | $4,672-22.7% | $3,470+4.1% |
| Admin fee / account holder | $1,289 | $5,664-77.2% | $8,548-84.9% | $4,887-73.6% |