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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 | $47,909 | $72,269-33.7% | $101,271-52.7% | $79,852-40.0% |
| Participation rate | 34.2% | 68.5%-34.3pp | 75.8%-41.6pp | 69.6%-35.4pp |
| Annual return | -66.38% | 22.29%-88.7pp | 46.48%-112.9pp | 31.72%-98.1pp |
| Employer contribution / active EE | $1,220 | $2,692-54.7% | $3,660-66.7% | $2,471-50.6% |
| Participant deferral / active EE | $1,799 | $3,282-45.2% | $4,371-58.8% | $3,740-51.9% |
| Admin fee / account holder | $4,019 | $4,401-8.7% | $5,948-32.4% | $5,306-24.3% |