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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 | $34,247 | $48,364-29.2% | $71,796-52.3% | $62,881-45.5% |
| Participation rate | 62.2% | 60.6%+1.6pp | 69.1%-6.9pp | 69.3%-7.1pp |
| Annual return | -3.40% | 13.16%-16.6pp | 78.04%-81.4pp | 20.14%-23.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,013 | $2,091-3.7% | $2,794-28.0% | $3,203-37.2% |
| Admin fee / account holder | $1,459 | $3,771-61.3% | $4,815-69.7% | $4,296-66.0% |