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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 | $35,565 | $54,370-34.6% | $82,763-57.0% | $68,490-48.1% |
| Participation rate | 59.5% | 63.9%-4.5pp | 72.6%-13.1pp | 67.9%-8.4pp |
| Annual return | -21.78% | -13.67%-8.1pp | 702.45%-724.2pp | -7.85%-13.9pp |
| Employer contribution / active EE | $1,936 | $2,219-12.8% | $3,008-35.6% | $2,597-25.4% |
| Participant deferral / active EE | $2,061 | $3,247-36.5% | $4,395-53.1% | $4,028-48.8% |
| Admin fee / account holder | $1,148 | $4,398-73.9% | $5,325-78.4% | $5,403-78.8% |