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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 | $41,504 | $82,674-49.8% | $125,381-66.9% | $68,486-39.4% |
| Participation rate | 51.4% | 75.1%-23.7pp | 82.4%-31.0pp | 67.9%-16.5pp |
| Annual return | -21.07% | -5.97%-15.1pp | 572.31%-593.4pp | -7.85%-13.2pp |
| Employer contribution / active EE | $1,790 | $3,382-47.1% | $4,815-62.8% | $2,597-31.1% |
| Participant deferral / active EE | $4,289 | $6,111-29.8% | $7,448-42.4% | $4,028+6.5% |
| Admin fee / account holder | $1,916 | $6,277-69.5% | $10,007-80.8% | $5,404-64.5% |