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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 | $38,207 | $69,012-44.6% | $160,009-76.1% | $68,486-44.2% |
| Participation rate | 54.5% | 65.4%-10.9pp | 78.0%-23.4pp | 67.9%-13.3pp |
| Annual return | -50.78% | -9.65%-41.1pp | 408.85%-459.6pp | -7.85%-42.9pp |
| Employer contribution / active EE | $1,293 | $2,212-41.6% | $4,225-69.4% | $2,597-50.2% |
| Participant deferral / active EE | $1,810 | $4,212-57.0% | $6,183-70.7% | $4,028-55.1% |
| Admin fee / account holder | $4,448 | $4,798-7.3% | $8,715-49.0% | $5,404-17.7% |