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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 | $34,758 | $72,404-52.0% | $110,241-68.5% | $64,181-45.8% |
| Participation rate | 68.4% | 73.3%-4.9pp | 79.8%-11.4pp | 69.6%-1.1pp |
| Annual return | -10.71% | -6.29%-4.4pp | 314.75%-325.5pp | 7.63%-18.3pp |
| Employer contribution / active EE | $1,928 | $2,282-15.5% | $3,827-49.6% | $2,381-19.0% |
| Participant deferral / active EE | $3,449 | $3,469-0.6% | $4,672-26.2% | $3,470-0.6% |
| Admin fee / account holder | $2,714 | $5,664-52.1% | $8,548-68.3% | $4,887-44.5% |