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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 | $41,096 | $57,350-28.3% | $83,850-51.0% | $64,181-36.0% |
| Participation rate | 59.4% | 68.6%-9.2pp | 76.1%-16.7pp | 69.6%-10.1pp |
| Annual return | -10.23% | 11.38%-21.6pp | 850.92%-861.2pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,677 | $2,545-34.1% | $3,631-53.8% | $2,381-29.6% |
| Participant deferral / active EE | $2,836 | $2,993-5.2% | $4,082-30.5% | $3,470-18.3% |
| Admin fee / account holder | $1,640 | $4,046-59.5% | $5,478-70.1% | $4,887-66.4% |