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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 | $40,055 | $92,219-56.6% | $76,767-47.8% | $135,380-70.4% |
| Participation rate | 55.6% | 79.8%-24.2pp | 77.0%-21.4pp | 82.6%-27.1pp |
| Annual return | -26.04% | 5.46%-31.5pp | 2.43%-28.5pp | 519.81%-545.9pp |
| Employer contribution / active EE | $1,069 | $3,216-66.8% | $2,485-57.0% | $4,779-77.6% |
| Participant deferral / active EE | $2,052 | $4,508-54.5% | $3,852-46.7% | $5,609-63.4% |
| Admin fee / account holder | $1,168 | $10,749-89.1% | $6,675-82.5% | $10,828-89.2% |