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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 | $39,091 | $72,027-45.7% | $185,835-79.0% | $79,852-51.0% |
| Participation rate | 48.9% | 65.8%-16.8pp | 78.0%-29.1pp | 69.6%-20.7pp |
| Annual return | -10.32% | 23.13%-33.4pp | 35.96%-46.3pp | 31.72%-42.0pp |
| Employer contribution / active EE | $742 | $1,965-62.2% | $4,087-81.9% | $2,471-70.0% |
| Participant deferral / active EE | $1,934 | $3,780-48.8% | $5,633-65.7% | $3,740-48.3% |
| Admin fee / account holder | $1,027 | $4,513-77.2% | $9,502-89.2% | $5,306-80.6% |