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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 | $38,452 | $46,360-17.1% | $147,617-74.0% | $52,331-26.5% |
| Participation rate | 59.8% | 64.9%-5.1pp | 84.6%-24.8pp | 68.1%-8.3pp |
| Annual return | -5.36% | 1.62%-7.0pp | 61.98%-67.3pp | 4.54%-9.9pp |
| Employer contribution / active EE | $635 | $2,126-70.1% | $5,564-88.6% | $1,882-66.2% |
| Participant deferral / active EE | $3,429 | $2,258+51.9% | $4,895-30.0% | $3,022+13.5% |
| Admin fee / account holder | $1,249 | $766+63.1% | $11,612-89.2% | $592+111.2% |