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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 | $41,937 | $95,915-56.3% | $79,580-47.3% | $134,532-68.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -23.21% | -2.71%-20.5pp | 0.15%-23.4pp | 418.27%-441.5pp |
| Employer contribution / active EE | $1,703 | $3,129-45.6% | $2,413-29.4% | $4,741-64.1% |
| Participant deferral / active EE | $4,787 | $4,693+2.0% | $3,985+20.1% | $6,401-25.2% |
| Admin fee / account holder | $26,959 | $9,132+195.2% | $6,835+294.4% | $11,429+135.9% |