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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 | $38,530 | $72,404-46.8% | $110,243-65.0% | $64,173-40.0% |
| Participation rate | 56.0% | 73.3%-17.3pp | 79.8%-23.8pp | 69.6%-13.6pp |
| Annual return | -8.79% | -6.29%-2.5pp | 314.76%-323.6pp | 7.63%-16.4pp |
| Employer contribution / active EE | $574 | $2,282-74.8% | $3,827-85.0% | $2,381-75.9% |
| Participant deferral / active EE | $3,071 | $3,469-11.5% | $4,672-34.3% | $3,470-11.5% |
| Admin fee / account holder | $530 | $5,664-90.6% | $8,548-93.8% | $4,887-89.2% |