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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 | $32,864 | $105,867-69.0% | $90,760-63.8% | $134,532-75.6% |
| Participation rate | 35.7% | 78.3%-42.5pp | 75.7%-40.0pp | 81.2%-45.5pp |
| Annual return | -20.51% | -10.99%-9.5pp | -12.16%-8.4pp | 418.27%-438.8pp |
| Employer contribution / active EE | $1,551 | $3,464-55.2% | $2,922-46.9% | $4,741-67.3% |
| Participant deferral / active EE | $3,842 | $5,217-26.4% | $4,565-15.8% | $6,401-40.0% |
| Admin fee / account holder | $4,841 | $13,936-65.3% | $8,444-42.7% | $11,429-57.6% |