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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 | $29,436 | $77,920-62.2% | $149,723-80.3% | $75,177-60.8% |
| Participation rate | 41.9% | 65.6%-23.7pp | 78.8%-36.9pp | 67.2%-25.3pp |
| Annual return | -22.75% | 31.72%-54.5pp | 134.50%-157.2pp | 160.75%-183.5pp |
| Employer contribution / active EE | $423 | $3,138-86.5% | $4,821-91.2% | $2,671-84.2% |
| Participant deferral / active EE | $2,246 | $3,411-34.2% | $5,682-60.5% | $4,126-45.6% |
| Admin fee / account holder | $1,830 | $5,951-69.2% | $13,215-86.1% | $5,651-67.6% |