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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 | $37,871 | $91,525-58.6% | $130,026-70.9% | $75,181-49.6% |
| Participation rate | 56.9% | 71.4%-14.5pp | 78.5%-21.6pp | 67.2%-10.3pp |
| Annual return | 9.53% | -631.40%+640.9pp | -137.26%+146.8pp | 160.69%-151.2pp |
| Employer contribution / active EE | $2,052 | $2,844-27.9% | $4,321-52.5% | $2,671-23.2% |
| Participant deferral / active EE | $2,944 | $4,342-32.2% | $5,821-49.4% | $4,126-28.6% |
| Admin fee / account holder | $475 | $6,778-93.0% | $10,608-95.5% | $5,650-91.6% |