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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 | $35,856 | $72,404-50.5% | $110,243-67.5% | $64,173-44.1% |
| Participation rate | 54.9% | 73.3%-18.4pp | 79.8%-24.9pp | 69.6%-14.7pp |
| Annual return | -8.44% | -6.29%-2.1pp | 314.76%-323.2pp | 7.63%-16.1pp |
| Employer contribution / active EE | $873 | $2,282-61.8% | $3,827-77.2% | $2,381-63.4% |
| Participant deferral / active EE | $3,071 | $3,469-11.5% | $4,672-34.3% | $3,470-11.5% |
| Admin fee / account holder | $708 | $5,664-87.5% | $8,548-91.7% | $4,887-85.5% |