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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 | $67,352-36.6% | $60,899-29.9% | $134,509-68.2% |
| Participation rate | 41.7% | 76.2%-34.5pp | 73.1%-31.4pp | 81.2%-39.6pp |
| Annual return | -20.85% | 49.99%-70.8pp | 16.92%-37.8pp | 418.13%-439.0pp |
| Employer contribution / active EE | $1,011 | $3,098-67.4% | $2,702-62.6% | $4,741-78.7% |
| Participant deferral / active EE | $6,037 | $4,539+33.0% | $3,817+58.2% | $6,400-5.7% |
| Admin fee / account holder | $1,431 | $4,585-68.8% | $3,225-55.6% | $11,427-87.5% |