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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 | $42,269 | $100,792-58.1% | $86,691-51.2% | $134,509-68.6% |
| Participation rate | 40.0% | 78.9%-38.9pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | -20.55% | 29.08%-49.6pp | 35.94%-56.5pp | 418.13%-438.7pp |
| Employer contribution / active EE | $1,234 | $3,491-64.6% | $2,837-56.5% | $4,741-74.0% |
| Participant deferral / active EE | $4,436 | $5,339-16.9% | $4,656-4.7% | $6,400-30.7% |
| Admin fee / account holder | $612 | $10,924-94.4% | $7,492-91.8% | $11,427-94.6% |