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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 | $37,616 | $82,674-54.5% | $125,381-70.0% | $68,486-45.1% |
| Participation rate | 48.0% | 75.1%-27.1pp | 82.4%-34.4pp | 67.9%-19.9pp |
| Annual return | -22.28% | -5.97%-16.3pp | 572.31%-594.6pp | -7.85%-14.4pp |
| Employer contribution / active EE | $1,235 | $3,382-63.5% | $4,815-74.4% | $2,597-52.4% |
| Participant deferral / active EE | $2,607 | $6,111-57.3% | $7,448-65.0% | $4,028-35.3% |
| Admin fee / account holder | $6,944 | $6,277+10.6% | $10,007-30.6% | $5,404+28.5% |