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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 | $35,548 | $58,828-39.6% | $78,002-54.4% | $62,881-43.5% |
| Participation rate | 56.0% | 71.1%-15.1pp | 75.5%-19.5pp | 69.3%-13.3pp |
| Annual return | -0.39% | 17.16%-17.5pp | 425.99%-426.4pp | 20.14%-20.5pp |
| Employer contribution / active EE | $944 | $1,672-43.6% | $2,470-61.8% | $2,281-58.6% |
| Participant deferral / active EE | $2,288 | $2,686-14.8% | $3,497-34.6% | $3,203-28.6% |
| Admin fee / account holder | $17,962 | $4,393+308.9% | $5,481+227.7% | $4,296+318.1% |