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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 | $42,189 | $75,959-44.5% | $154,114-72.6% | $64,181-34.3% |
| Participation rate | 60.5% | 70.4%-9.9pp | 83.0%-22.5pp | 69.6%-9.0pp |
| Annual return | -8.82% | 30.32%-39.1pp | 735.16%-744.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,194 | $3,350-34.5% | $5,298-58.6% | $2,381-7.8% |
| Participant deferral / active EE | $3,820 | $3,175+20.3% | $5,081-24.8% | $3,470+10.1% |
| Admin fee / account holder | $1,943 | $5,589-65.2% | $13,411-85.5% | $4,887-60.2% |