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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 | $42,717 | $67,372-36.6% | $60,906-29.9% | $134,532-68.2% |
| Participation rate | 41.7% | 76.2%-34.5pp | 73.1%-31.4pp | 81.2%-39.6pp |
| Annual return | -20.85% | 50.05%-70.9pp | 16.94%-37.8pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,011 | $3,099-67.4% | $2,703-62.6% | $4,741-78.7% |
| Participant deferral / active EE | $6,037 | $4,532+33.2% | $3,814+58.3% | $6,401-5.7% |
| Admin fee / account holder | $1,431 | $4,588-68.8% | $3,227-55.6% | $11,429-87.5% |