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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 | $41,049 | $95,915-57.2% | $79,580-48.4% | $134,532-69.5% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -33.90% | -2.71%-31.2pp | 0.15%-34.1pp | 418.27%-452.2pp |
| Employer contribution / active EE | $1,612 | $3,129-48.5% | $2,413-33.2% | $4,741-66.0% |
| Participant deferral / active EE | $4,340 | $4,693-7.5% | $3,985+8.9% | $6,401-32.2% |
| Admin fee / account holder | $2,286 | $9,132-75.0% | $6,835-66.6% | $11,429-80.0% |