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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 | $43,738 | $58,895-25.7% | $178,503-75.5% | $73,497-40.5% |
| Participation rate | 60.0% | 66.2%-6.2pp | 81.9%-21.9pp | 70.7%-10.7pp |
| Annual return | -0.19% | 24.86%-25.1pp | 151.12%-151.3pp | 28.51%-28.7pp |
| Employer contribution / active EE | $1,005 | $2,236-55.0% | $5,011-79.9% | $2,270-55.7% |
| Participant deferral / active EE | $1,783 | $2,567-30.5% | $5,202-65.7% | $3,740-52.3% |
| Admin fee / account holder | $619 | $400+54.7% | $13,987-95.6% | $513+20.7% |