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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 | $32,929 | $77,638-57.6% | $156,551-79.0% | $62,881-47.6% |
| Participation rate | 58.9% | 71.2%-12.3pp | 84.0%-25.1pp | 69.3%-10.4pp |
| Annual return | -0.28% | 50.33%-50.6pp | 32.23%-32.5pp | 20.14%-20.4pp |
| Employer contribution / active EE | $1,025 | $3,444-70.2% | $5,501-81.4% | $2,281-55.1% |
| Participant deferral / active EE | $884 | $3,046-71.0% | $4,871-81.9% | $3,203-72.4% |
| Admin fee / account holder | $855 | $5,561-84.6% | $13,028-93.4% | $4,296-80.1% |