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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 | $36,861 | $58,828-37.3% | $78,002-52.7% | $62,881-41.4% |
| Participation rate | 69.4% | 71.1%-1.6pp | 75.5%-6.1pp | 69.3%+0.1pp |
| Annual return | -0.24% | 17.16%-17.4pp | 425.99%-426.2pp | 20.14%-20.4pp |
| Employer contribution / active EE | $346 | $1,672-79.3% | $2,470-86.0% | $2,281-84.8% |
| Participant deferral / active EE | $1,737 | $2,686-35.3% | $3,497-50.3% | $3,203-45.8% |
| Admin fee / account holder | $1,291 | $4,393-70.6% | $5,481-76.5% | $4,296-70.0% |