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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 | $40,317 | $75,962-46.9% | $154,108-73.8% | $64,173-37.2% |
| Participation rate | 60.7% | 70.4%-9.7pp | 83.0%-22.3pp | 69.6%-8.9pp |
| Annual return | -8.36% | 30.32%-38.7pp | 735.21%-743.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,040 | $3,350-69.0% | $5,298-80.4% | $2,381-56.3% |
| Participant deferral / active EE | $2,360 | $3,175-25.7% | $5,081-53.6% | $3,470-32.0% |
| Admin fee / account holder | $646 | $5,589-88.4% | $13,411-95.2% | $4,887-86.8% |