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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 | $37,983 | $46,360-18.1% | $147,617-74.3% | $52,331-27.4% |
| Participation rate | 53.8% | 64.9%-11.2pp | 84.6%-30.8pp | 68.1%-14.3pp |
| Annual return | -2.02% | 1.62%-3.6pp | 61.98%-64.0pp | 4.54%-6.6pp |
| Employer contribution / active EE | $1,599 | $2,126-24.8% | $5,565-71.3% | $1,882-15.0% |
| Participant deferral / active EE | $2,830 | $2,258+25.4% | $4,895-42.2% | $3,022-6.4% |
| Admin fee / account holder | $8,695 | $766+1035.4% | $11,611-25.1% | $592+1369.7% |