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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 | $41,443 | $100,792-58.9% | $86,691-52.2% | $134,509-69.2% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -20.79% | 29.08%-49.9pp | 35.94%-56.7pp | 418.13%-438.9pp |
| Employer contribution / active EE | $1,769 | $3,491-49.3% | $2,837-37.6% | $4,741-62.7% |
| Participant deferral / active EE | $4,622 | $5,339-13.4% | $4,656-0.7% | $6,400-27.8% |
| Admin fee / account holder | $908 | $10,924-91.7% | $7,492-87.9% | $11,427-92.1% |