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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 | $38,005 | $72,404-47.5% | $110,243-65.5% | $64,173-40.8% |
| Participation rate | 31.8% | 73.3%-41.5pp | 79.8%-48.0pp | 69.6%-37.8pp |
| Annual return | -9.63% | -6.29%-3.3pp | 314.76%-324.4pp | 7.63%-17.3pp |
| Employer contribution / active EE | $1,479 | $2,282-35.2% | $3,827-61.3% | $2,381-37.9% |
| Participant deferral / active EE | $2,478 | $3,469-28.6% | $4,672-47.0% | $3,470-28.6% |
| Admin fee / account holder | $1,061 | $5,664-81.3% | $8,548-87.6% | $4,887-78.3% |