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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 | $42,649 | $59,116-27.9% | $86,438-50.7% | $68,486-37.7% |
| Participation rate | 65.9% | 75.2%-9.4pp | 80.3%-14.5pp | 67.9%-2.0pp |
| Annual return | -19.37% | -0.23%-19.1pp | 4397.19%-4416.6pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,138 | $2,519-15.1% | $3,769-43.3% | $2,597-17.7% |
| Participant deferral / active EE | $5,121 | $5,902-13.2% | $6,952-26.3% | $4,028+27.2% |
| Admin fee / account holder | $1,781 | $5,639-68.4% | $6,733-73.6% | $5,404-67.0% |