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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 | $49,542 | $59,107-16.2% | $86,439-42.7% | $68,498-27.7% |
| Participation rate | 56.5% | 75.2%-18.7pp | 80.3%-23.8pp | 67.9%-11.4pp |
| Annual return | -19.37% | -0.23%-19.1pp | 4395.55%-4414.9pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,617 | $2,519-35.8% | $3,769-57.1% | $2,596-37.7% |
| Participant deferral / active EE | $3,009 | $5,901-49.0% | $6,952-56.7% | $4,027-25.3% |
| Admin fee / account holder | $3,160 | $5,637-43.9% | $6,732-53.1% | $5,403-41.5% |