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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 | $71,331 | $101,063-29.4% | $81,473-12.4% | $147,586-51.7% |
| Participation rate | 37.5% | 74.5%-37.0pp | 68.0%-30.5pp | 82.8%-45.3pp |
| Annual return | -7.47% | 32.41%-39.9pp | 38.78%-46.3pp | 578.59%-586.1pp |
| Employer contribution / active EE | $1,256 | $3,206-60.8% | $2,568-51.1% | $4,876-74.2% |
| Participant deferral / active EE | $910 | $4,242-78.6% | $3,537-74.3% | $5,439-83.3% |
| Admin fee / account holder | $552 | $5,812-90.5% | $4,561-87.9% | $10,886-94.9% |