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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 | $39,740 | $47,944-17.1% | $67,834-41.4% | $62,881-36.8% |
| Participation rate | 63.9% | 61.1%+2.9pp | 68.8%-4.9pp | 69.3%-5.4pp |
| Annual return | -3.35% | 11.77%-15.1pp | 138.47%-141.8pp | 20.14%-23.5pp |
| Employer contribution / active EE | $724 | $1,562-53.7% | $2,403-69.9% | $2,281-68.3% |
| Participant deferral / active EE | $1,825 | $2,247-18.8% | $3,160-42.3% | $3,203-43.0% |
| Admin fee / account holder | $1,193 | $3,712-67.9% | $4,622-74.2% | $4,296-72.2% |