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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 | $50,038 | $82,674-39.5% | $125,363-60.1% | $68,495-26.9% |
| Participation rate | 44.7% | 75.0%-30.3pp | 82.4%-37.6pp | 67.9%-23.2pp |
| Annual return | -23.42% | -5.97%-17.5pp | 572.15%-595.6pp | -7.84%-15.6pp |
| Employer contribution / active EE | $1,700 | $3,382-49.7% | $4,815-64.7% | $2,596-34.5% |
| Participant deferral / active EE | $3,643 | $6,111-40.4% | $7,447-51.1% | $4,028-9.6% |
| Admin fee / account holder | $2,637 | $6,276-58.0% | $10,005-73.6% | $5,403-51.2% |