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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 | $49,370 | $82,674-40.3% | $125,381-60.6% | $68,486-27.9% |
| Participation rate | 58.2% | 75.1%-16.9pp | 82.4%-24.2pp | 67.9%-9.7pp |
| Annual return | -21.75% | -5.97%-15.8pp | 572.31%-594.1pp | -7.85%-13.9pp |
| Employer contribution / active EE | $941 | $3,382-72.2% | $4,815-80.5% | $2,597-63.8% |
| Participant deferral / active EE | $3,084 | $6,111-49.5% | $7,448-58.6% | $4,028-23.4% |
| Admin fee / account holder | $1,171 | $6,277-81.3% | $10,007-88.3% | $5,404-78.3% |