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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 | $35,638 | $93,617-61.9% | $135,982-73.8% | $75,177-52.6% |
| Participation rate | 64.0% | 75.2%-11.2pp | 81.9%-17.9pp | 67.2%-3.2pp |
| Annual return | -6.62% | 30.89%-37.5pp | 68.32%-74.9pp | 160.75%-167.4pp |
| Employer contribution / active EE | $2,037 | $3,538-42.4% | $4,859-58.1% | $2,671-23.7% |
| Participant deferral / active EE | $3,919 | $6,406-38.8% | $7,760-49.5% | $4,126-5.0% |
| Admin fee / account holder | $2,049 | $6,980-70.6% | $10,767-81.0% | $5,651-63.7% |