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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 | $46,308 | $100,139-53.8% | $85,187-45.6% | $145,884-68.3% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | -12.16% | 84.15%-96.3pp | 66.67%-78.8pp | 551.85%-564.0pp |
| Employer contribution / active EE | $1,458 | $3,238-55.0% | $2,732-46.6% | $4,662-68.7% |
| Participant deferral / active EE | $2,131 | $5,296-59.8% | $4,525-52.9% | $6,690-68.2% |
| Admin fee / account holder | $4,199 | $7,262-42.2% | $6,162-31.9% | $13,392-68.6% |