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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 | $32,488 | $115,810-71.9% | $101,271-67.9% | $158,966-79.6% |
| Participation rate | 36.4% | 79.4%-43.0pp | 75.8%-39.4pp | 82.0%-45.6pp |
| Annual return | -1.64% | 56.15%-57.8pp | 46.48%-48.1pp | 302.95%-304.6pp |
| Employer contribution / active EE | $1,305 | $4,175-68.8% | $3,660-64.4% | $4,762-72.6% |
| Participant deferral / active EE | $2,044 | $4,958-58.8% | $4,371-53.2% | $5,983-65.8% |
| Admin fee / account holder | $16,150 | $7,248+122.8% | $5,948+171.5% | $11,250+43.6% |