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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 | $39,321 | $100,805-61.0% | $86,698-54.6% | $134,532-70.8% |
| Participation rate | 62.5% | 79.0%-16.5pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -21.99% | 29.09%-51.1pp | 35.95%-57.9pp | 418.27%-440.3pp |
| Employer contribution / active EE | $1,176 | $3,490-66.3% | $2,837-58.5% | $4,741-75.2% |
| Participant deferral / active EE | $2,711 | $5,339-49.2% | $4,656-41.8% | $6,401-57.7% |
| Admin fee / account holder | $6,086 | $10,925-44.3% | $7,493-18.8% | $11,429-46.7% |