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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 | $40,256 | $95,975-58.1% | $74,549-46.0% | $135,379-70.3% |
| Participation rate | 52.2% | 75.7%-23.5pp | 69.1%-17.0pp | 82.6%-30.5pp |
| Annual return | -9.85% | 56.96%-66.8pp | 32.53%-42.4pp | 519.79%-529.6pp |
| Employer contribution / active EE | $1,297 | $2,716-52.2% | $1,961-33.8% | $4,779-72.9% |
| Participant deferral / active EE | $2,574 | $3,844-33.0% | $3,108-17.2% | $5,609-54.1% |
| Admin fee / account holder | $1,697 | $6,522-74.0% | $5,059-66.4% | $10,828-84.3% |