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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 | $41,143 | $67,372-38.9% | $60,906-32.4% | $134,532-69.4% |
| Participation rate | 21.1% | 76.2%-55.1pp | 73.1%-52.0pp | 81.2%-60.2pp |
| Annual return | -21.15% | 50.05%-71.2pp | 16.94%-38.1pp | 418.27%-439.4pp |
| Employer contribution / active EE | $442 | $3,099-85.7% | $2,703-83.6% | $4,741-90.7% |
| Participant deferral / active EE | $1,724 | $4,532-62.0% | $3,814-54.8% | $6,401-73.1% |
| Admin fee / account holder | $5,758 | $4,588+25.5% | $3,227+78.4% | $11,429-49.6% |