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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 | $25,730 | $43,730-41.2% | $121,220-78.8% | $64,173-59.9% |
| Participation rate | 36.1% | 58.3%-22.3pp | 71.8%-35.7pp | 69.6%-33.5pp |
| Annual return | -9.35% | 68.94%-78.3pp | 16.94%-26.3pp | 7.63%-17.0pp |
| Employer contribution / active EE | $318 | $1,297-75.5% | $4,023-92.1% | $2,381-86.7% |
| Participant deferral / active EE | $2,034 | $2,281-10.8% | $3,345-39.2% | $3,470-41.4% |
| Admin fee / account holder | $322 | $3,502-90.8% | $5,021-93.6% | $4,887-93.4% |