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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 | $42,287 | $211,288-80.0% | $178,540-76.3% | $145,884-71.0% |
| Participation rate | 30.0% | 80.8%-50.8pp | 77.1%-47.1pp | 80.3%-50.3pp |
| Annual return | -15.58% | 30.27%-45.9pp | 27.15%-42.7pp | 551.85%-567.4pp |
| Employer contribution / active EE | $1,487 | $4,574-67.5% | $3,953-62.4% | $4,662-68.1% |
| Participant deferral / active EE | $2,934 | $6,967-57.9% | $6,281-53.3% | $6,690-56.1% |
| Admin fee / account holder | $415 | $12,105-96.6% | $10,424-96.0% | $13,392-96.9% |