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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 | $35,811 | $58,292-38.6% | $86,640-58.7% | $71,511-49.9% |
| Participation rate | 32.6% | 65.0%-32.4pp | 71.7%-39.1pp | 67.9%-35.3pp |
| Annual return | -17.92% | 21.63%-39.5pp | 592.52%-610.4pp | 28.86%-46.8pp |
| Employer contribution / active EE | $1,072 | $2,574-58.4% | $3,024-64.6% | $2,589-58.6% |
| Participant deferral / active EE | $1,636 | $3,438-52.4% | $4,438-63.1% | $4,291-61.9% |
| Admin fee / account holder | $544 | $1,057-48.6% | $5,616-90.3% | $1,588-65.8% |