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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 | $50,167 | $69,012-27.3% | $160,009-68.6% | $68,486-26.7% |
| Participation rate | 22.0% | 65.4%-43.5pp | 78.0%-56.0pp | 67.9%-45.9pp |
| Annual return | -20.56% | -9.65%-10.9pp | 408.85%-429.4pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,116 | $2,212-49.6% | $4,225-73.6% | $2,597-57.0% |
| Participant deferral / active EE | $2,617 | $4,212-37.9% | $6,183-57.7% | $4,028-35.0% |
| Admin fee / account holder | $3,228 | $4,798-32.7% | $8,715-63.0% | $5,404-40.3% |