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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 | $39,448 | $90,484-56.4% | $78,675-49.9% | $273,970-85.6% |
| Participation rate | 30.8% | 76.5%-45.7pp | 73.6%-42.8pp | 83.0%-52.2pp |
| Annual return | -2.99% | 75.62%-78.6pp | 62.19%-65.2pp | 41.46%-44.4pp |
| Employer contribution / active EE | $940 | $3,175-70.4% | $2,850-67.0% | $4,869-80.7% |
| Participant deferral / active EE | $995 | $3,901-74.5% | $3,517-71.7% | $5,287-81.2% |
| Admin fee / account holder | $1,552 | $5,263-70.5% | $4,510-65.6% | $10,132-84.7% |