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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 | $34,104 | $95,975-64.5% | $74,549-54.3% | $135,379-74.8% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | -10.91% | 56.96%-67.9pp | 32.53%-43.4pp | 519.79%-530.7pp |
| Employer contribution / active EE | $1,209 | $2,716-55.5% | $1,961-38.3% | $4,779-74.7% |
| Participant deferral / active EE | $3,444 | $3,844-10.4% | $3,108+10.8% | $5,609-38.6% |
| Admin fee / account holder | $2,299 | $6,522-64.7% | $5,059-54.6% | $10,828-78.8% |