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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 | $38,554 | $95,915-59.8% | $79,580-51.6% | $134,532-71.3% |
| Participation rate | 20.0% | 75.0%-55.0pp | 69.5%-49.5pp | 81.2%-61.2pp |
| Annual return | -21.78% | -2.71%-19.1pp | 0.15%-21.9pp | 418.27%-440.0pp |
| Employer contribution / active EE | $1,144 | $3,129-63.4% | $2,413-52.6% | $4,741-75.9% |
| Participant deferral / active EE | $2,288 | $4,693-51.3% | $3,985-42.6% | $6,401-64.3% |
| Admin fee / account holder | $1,027 | $9,132-88.8% | $6,835-85.0% | $11,429-91.0% |