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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 | $47,656 | $54,357-12.3% | $82,706-42.4% | $68,495-30.4% |
| Participation rate | 59.4% | 63.9%-4.5pp | 72.6%-13.2pp | 67.9%-8.5pp |
| Annual return | -24.66% | -13.67%-11.0pp | 701.76%-726.4pp | -7.84%-16.8pp |
| Employer contribution / active EE | $1,443 | $2,218-34.9% | $3,007-52.0% | $2,596-44.4% |
| Participant deferral / active EE | $3,730 | $3,246+14.9% | $4,394-15.1% | $4,028-7.4% |
| Admin fee / account holder | $391 | $4,396-91.1% | $5,329-92.7% | $5,403-92.8% |