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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 | $37,948 | $53,162-28.6% | $91,225-58.4% | $68,486-44.6% |
| Participation rate | 45.7% | 63.2%-17.5pp | 73.2%-27.5pp | 67.9%-22.2pp |
| Annual return | -47.67% | -3.14%-44.5pp | 114.12%-161.8pp | -7.85%-39.8pp |
| Employer contribution / active EE | $1,212 | $1,709-29.1% | $2,851-57.5% | $2,597-53.3% |
| Participant deferral / active EE | $3,449 | $2,974+16.0% | $4,233-18.5% | $4,028-14.4% |
| Admin fee / account holder | $6,625 | $4,493+47.4% | $5,422+22.2% | $5,404+22.6% |