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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 | $48,046 | $51,631-6.9% | $129,397-62.9% | $80,925-40.6% |
| Participation rate | 47.1% | 56.9%-9.9pp | 69.6%-22.6pp | 67.7%-20.6pp |
| Annual return | -14.97% | 20.77%-35.7pp | 9453.98%-9469.0pp | 35.65%-50.6pp |
| Employer contribution / active EE | $961 | $1,583-39.3% | $4,154-76.9% | $2,756-65.1% |
| Participant deferral / active EE | $1,895 | $2,670-29.0% | $4,167-54.5% | $4,299-55.9% |
| Admin fee / account holder | $14,367 | $4,309+233.4% | $7,679+87.1% | $6,940+107.0% |