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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 | $40,339 | $75,832-46.8% | $147,617-72.7% | $59,633-32.4% |
| Participation rate | 36.7% | 71.6%-34.9pp | 84.6%-48.0pp | 68.7%-32.0pp |
| Annual return | -24.50% | 0.37%-24.9pp | 61.98%-86.5pp | 2041.45%-2066.0pp |
| Employer contribution / active EE | $1,119 | $3,485-67.9% | $5,564-79.9% | $2,203-49.2% |
| Participant deferral / active EE | $1,310 | $3,131-58.2% | $4,895-73.2% | $3,192-59.0% |
| Admin fee / account holder | $6,136 | $5,986+2.5% | $11,612-47.2% | $4,297+42.8% |