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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 | $40,289 | $82,674-51.3% | $125,363-67.9% | $68,495-41.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -29.51% | -5.97%-23.5pp | 572.15%-601.7pp | -7.84%-21.7pp |
| Employer contribution / active EE | $908 | $3,382-73.1% | $4,815-81.1% | $2,596-65.0% |
| Participant deferral / active EE | $3,867 | $6,111-36.7% | $7,447-48.1% | $4,028-4.0% |
| Admin fee / account holder | $5,344 | $6,276-14.9% | $10,005-46.6% | $5,403-1.1% |