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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 | $40,422 | $82,674-51.1% | $125,363-67.8% | $68,495-41.0% |
| Participation rate | 40.0% | 75.0%-35.0pp | 82.4%-42.4pp | 67.9%-27.9pp |
| Annual return | -27.81% | -5.97%-21.8pp | 572.15%-600.0pp | -7.84%-20.0pp |
| Employer contribution / active EE | $1,691 | $3,382-50.0% | $4,815-64.9% | $2,596-34.9% |
| Participant deferral / active EE | $3,632 | $6,111-40.6% | $7,447-51.2% | $4,028-9.8% |
| Admin fee / account holder | $5,098 | $6,276-18.8% | $10,005-49.0% | $5,403-5.6% |