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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 | $35,261 | $82,674-57.4% | $125,381-71.9% | $68,486-48.5% |
| Participation rate | 36.4% | 75.1%-38.7pp | 82.4%-46.0pp | 67.9%-31.5pp |
| Annual return | -21.24% | -5.97%-15.3pp | 572.31%-593.5pp | -7.85%-13.4pp |
| Employer contribution / active EE | $1,182 | $3,382-65.0% | $4,815-75.4% | $2,597-54.5% |
| Participant deferral / active EE | $2,868 | $6,111-53.1% | $7,448-61.5% | $4,028-28.8% |
| Admin fee / account holder | $388 | $6,277-93.8% | $10,007-96.1% | $5,404-92.8% |