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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 | $38,805 | $65,704-40.9% | $94,229-58.8% | $59,633-34.9% |
| Participation rate | 66.7% | 72.1%-5.5pp | 78.8%-12.1pp | 68.7%-2.0pp |
| Annual return | -12.63% | 5.22%-17.8pp | 10.68%-23.3pp | 2041.45%-2054.1pp |
| Employer contribution / active EE | $1,267 | $2,021-37.3% | $3,587-64.7% | $2,203-42.5% |
| Participant deferral / active EE | $3,128 | $3,143-0.5% | $4,320-27.6% | $3,192-2.0% |
| Admin fee / account holder | $34,037 | $4,265+698.1% | $6,269+442.9% | $4,297+692.1% |