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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 | $32,451 | $72,404-55.2% | $110,241-70.6% | $64,181-49.4% |
| Participation rate | 62.5% | 73.3%-10.8pp | 79.8%-17.3pp | 69.6%-7.1pp |
| Annual return | -7.73% | -6.29%-1.4pp | 314.75%-322.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,078 | $2,282-52.7% | $3,827-71.8% | $2,381-54.7% |
| Participant deferral / active EE | $2,529 | $3,469-27.1% | $4,672-45.9% | $3,470-27.1% |
| Admin fee / account holder | $2,680 | $5,664-52.7% | $8,548-68.6% | $4,887-45.2% |