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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 | $35,891 | $49,177-27.0% | $79,467-54.8% | $64,173-44.1% |
| Participation rate | 64.0% | 65.0%-1.0pp | 73.3%-9.3pp | 69.6%-5.6pp |
| Annual return | -12.18% | -1.16%-11.0pp | 718.30%-730.5pp | 7.63%-19.8pp |
| Employer contribution / active EE | $1,800 | $2,076-13.3% | $2,800-35.7% | $2,381-24.4% |
| Participant deferral / active EE | $4,572 | $2,821+62.0% | $3,704+23.4% | $3,470+31.8% |
| Admin fee / account holder | $821 | $3,839-78.6% | $5,104-83.9% | $4,887-83.2% |