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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 | $42,355 | $82,678-48.8% | $125,391-66.2% | $68,490-38.2% |
| Participation rate | 44.8% | 75.1%-30.2pp | 82.4%-37.6pp | 67.9%-23.1pp |
| Annual return | -19.57% | -5.97%-13.6pp | 572.41%-592.0pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,313 | $3,382-61.2% | $4,816-72.7% | $2,597-49.5% |
| Participant deferral / active EE | $3,126 | $6,111-48.9% | $7,448-58.0% | $4,028-22.4% |
| Admin fee / account holder | $1,364 | $6,277-78.3% | $10,009-86.4% | $5,403-74.8% |