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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 | $33,864 | $46,360-27.0% | $147,617-77.1% | $52,331-35.3% |
| Participation rate | 63.8% | 64.9%-1.1pp | 84.6%-20.8pp | 68.1%-4.3pp |
| Annual return | -2.49% | 1.62%-4.1pp | 61.98%-64.5pp | 4.54%-7.0pp |
| Employer contribution / active EE | $1,335 | $2,126-37.2% | $5,564-76.0% | $1,882-29.1% |
| Participant deferral / active EE | $2,959 | $2,258+31.1% | $4,895-39.6% | $3,022-2.1% |
| Admin fee / account holder | $1,668 | $766+117.9% | $11,612-85.6% | $592+182.0% |