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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 | $39,512 | $75,962-48.0% | $154,111-74.4% | $64,173-38.4% |
| Participation rate | 43.1% | 70.4%-27.3pp | 83.0%-39.9pp | 69.6%-26.4pp |
| Annual return | -9.71% | 30.32%-40.0pp | 735.18%-744.9pp | 7.63%-17.3pp |
| Employer contribution / active EE | $1,854 | $3,350-44.6% | $5,298-65.0% | $2,381-22.1% |
| Participant deferral / active EE | $2,990 | $3,175-5.8% | $5,081-41.2% | $3,470-13.8% |
| Admin fee / account holder | $336 | $5,589-94.0% | $13,411-97.5% | $4,887-93.1% |