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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 | $35,202 | $78,423-55.1% | $95,964-63.3% | $79,856-55.9% |
| Participation rate | 66.3% | 73.5%-7.2pp | 77.1%-10.8pp | 69.6%-3.4pp |
| Annual return | -21.67% | 19.37%-41.0pp | 91.64%-113.3pp | 31.71%-53.4pp |
| Employer contribution / active EE | $536 | $1,945-72.4% | $2,541-78.9% | $2,471-78.3% |
| Participant deferral / active EE | $1,656 | $3,440-51.9% | $4,167-60.2% | $3,741-55.7% |
| Admin fee / account holder | $912 | $5,622-83.8% | $6,797-86.6% | $5,306-82.8% |