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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 | $42,073 | $133,981-68.6% | $112,249-62.5% | $134,532-68.7% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -21.28% | 47.16%-68.4pp | 27.48%-48.8pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,390 | $4,040-65.6% | $3,636-61.8% | $4,741-70.7% |
| Participant deferral / active EE | $3,028 | $5,292-42.8% | $4,729-36.0% | $6,401-52.7% |
| Admin fee / account holder | $2,434 | $7,492-67.5% | $6,412-62.0% | $11,429-78.7% |