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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 | $35,102 | $77,638-54.8% | $156,552-77.6% | $62,881-44.2% |
| Participation rate | 65.9% | 71.2%-5.3pp | 84.0%-18.1pp | 69.3%-3.4pp |
| Annual return | -2.48% | 50.33%-52.8pp | 32.23%-34.7pp | 20.14%-22.6pp |
| Employer contribution / active EE | $1,399 | $3,444-59.4% | $5,501-74.6% | $2,281-38.7% |
| Participant deferral / active EE | $2,174 | $3,046-28.6% | $4,871-55.4% | $3,203-32.1% |
| Admin fee / account holder | $2,264 | $5,561-59.3% | $13,028-82.6% | $4,296-47.3% |