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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 | $44,938 | $91,536-50.9% | $130,062-65.4% | $75,177-40.2% |
| Participation rate | 48.4% | 71.5%-23.1pp | 78.5%-30.1pp | 67.2%-18.8pp |
| Annual return | 10.83% | -631.62%+642.4pp | -137.37%+148.2pp | 160.75%-149.9pp |
| Employer contribution / active EE | $1,951 | $2,845-31.4% | $4,322-54.8% | $2,671-26.9% |
| Participant deferral / active EE | $2,326 | $4,343-46.4% | $5,821-60.0% | $4,126-43.6% |
| Admin fee / account holder | $796 | $6,780-88.3% | $10,601-92.5% | $5,651-85.9% |