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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 | $41,894 | $57,352-27.0% | $83,830-50.0% | $64,173-34.7% |
| Participation rate | 53.6% | 68.6%-15.0pp | 76.1%-22.6pp | 69.6%-16.0pp |
| Annual return | -9.14% | 11.38%-20.5pp | 850.97%-860.1pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,217 | $2,546-52.2% | $3,631-66.5% | $2,381-48.9% |
| Participant deferral / active EE | $2,452 | $2,993-18.1% | $4,082-39.9% | $3,470-29.3% |
| Admin fee / account holder | $2,033 | $4,046-49.8% | $5,479-62.9% | $4,887-58.4% |