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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 | $40,530 | $92,219-56.1% | $76,768-47.2% | $135,379-70.1% |
| Participation rate | 53.3% | 79.8%-26.4pp | 77.0%-23.6pp | 82.6%-29.3pp |
| Annual return | -10.11% | 5.46%-15.6pp | 2.43%-12.5pp | 519.79%-529.9pp |
| Employer contribution / active EE | $1,176 | $3,216-63.4% | $2,485-52.7% | $4,779-75.4% |
| Participant deferral / active EE | $1,526 | $4,508-66.2% | $3,852-60.4% | $5,609-72.8% |
| Admin fee / account holder | $2,785 | $10,749-74.1% | $6,675-58.3% | $10,828-74.3% |