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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 | $40,829 | $138,072-70.4% | $123,549-67.0% | $135,382-69.8% |
| Participation rate | 57.9% | 84.7%-26.8pp | 82.3%-24.4pp | 82.6%-24.7pp |
| Annual return | -9.41% | 153.69%-163.1pp | 119.20%-128.6pp | 519.77%-529.2pp |
| Employer contribution / active EE | $2,913 | $5,152-43.5% | $4,628-37.1% | $4,779-39.0% |
| Participant deferral / active EE | $3,878 | $6,799-43.0% | $6,426-39.7% | $5,609-30.9% |
| Admin fee / account holder | $2,247 | $10,917-79.4% | $9,284-75.8% | $10,829-79.2% |