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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 | $40,812 | $70,684-42.3% | $169,390-75.9% | $75,173-45.7% |
| Participation rate | 57.1% | 64.8%-7.7pp | 77.2%-20.0pp | 67.2%-10.1pp |
| Annual return | -6.69% | 36.38%-43.1pp | 406.07%-412.8pp | 160.72%-167.4pp |
| Employer contribution / active EE | $1,468 | $2,211-33.6% | $4,013-63.4% | $2,671-45.0% |
| Participant deferral / active EE | $2,765 | $4,310-35.8% | $6,222-55.6% | $4,126-33.0% |
| Admin fee / account holder | $3,662 | $5,404-32.2% | $9,015-59.4% | $5,651-35.2% |