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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 | $39,683 | $142,409-72.1% | $119,634-66.8% | $134,545-70.5% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -20.85% | -12.46%-8.4pp | -14.98%-5.9pp | 418.37%-439.2pp |
| Employer contribution / active EE | $2,138 | $5,224-59.1% | $4,232-49.5% | $4,742-54.9% |
| Participant deferral / active EE | $2,813 | $6,468-56.5% | $5,601-49.8% | $6,401-56.1% |
| Admin fee / account holder | $2,246 | $13,594-83.5% | $10,329-78.3% | $11,431-80.3% |