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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 | $24,316 | $43,730-44.4% | $121,220-79.9% | $64,173-62.1% |
| Participation rate | 50.0% | 58.3%-8.3pp | 71.8%-21.8pp | 69.6%-19.6pp |
| Annual return | -11.41% | 68.94%-80.4pp | 16.94%-28.4pp | 7.63%-19.0pp |
| Employer contribution / active EE | $733 | $1,297-43.5% | $4,023-81.8% | $2,381-69.2% |
| Participant deferral / active EE | $3,031 | $2,281+32.9% | $3,345-9.4% | $3,470-12.7% |
| Admin fee / account holder | $4,160 | $3,502+18.8% | $5,021-17.1% | $4,887-14.9% |