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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 | $35,812 | $147,167-75.7% | $111,392-67.9% | $135,380-73.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 78.9%-18.9pp | 82.6%-22.6pp |
| Annual return | -9.38% | -4.44%-4.9pp | -2.06%-7.3pp | 519.81%-529.2pp |
| Employer contribution / active EE | $1,705 | $5,204-67.2% | $4,328-60.6% | $4,779-64.3% |
| Participant deferral / active EE | $2,492 | $6,565-62.0% | $5,567-55.2% | $5,609-55.6% |
| Admin fee / account holder | $3,661 | $20,270-81.9% | $12,266-70.2% | $10,828-66.2% |