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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 | $40,609 | $95,917-57.7% | $79,583-49.0% | $134,545-69.8% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -39.07% | -2.70%-36.4pp | 0.16%-39.2pp | 418.37%-457.4pp |
| Employer contribution / active EE | $1,009 | $3,129-67.8% | $2,414-58.2% | $4,742-78.7% |
| Participant deferral / active EE | $2,474 | $4,694-47.3% | $3,986-37.9% | $6,401-61.4% |
| Admin fee / account holder | $1,627 | $9,132-82.2% | $6,835-76.2% | $11,431-85.8% |