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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 | $49,464 | $85,790-42.3% | $67,313-26.5% | $135,380-63.5% |
| Participation rate | 47.4% | 76.5%-29.1pp | 69.1%-21.7pp | 82.6%-35.3pp |
| Annual return | -12.39% | -0.54%-11.9pp | -4.08%-8.3pp | 519.81%-532.2pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,908 | $4,651+5.5% | $3,568+37.6% | $5,609-12.5% |
| Admin fee / account holder | $2,232 | $6,392-65.1% | $4,507-50.5% | $10,828-79.4% |