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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 | $34,586 | $90,486-61.8% | $78,676-56.0% | $273,972-87.4% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | -6.65% | 75.62%-82.3pp | 62.19%-68.8pp | 41.46%-48.1pp |
| Employer contribution / active EE | $100 | $3,175-96.8% | $2,850-96.5% | $4,869-97.9% |
| Participant deferral / active EE | $1,004 | $3,901-74.3% | $3,517-71.5% | $5,287-81.0% |
| Admin fee / account holder | $536 | $5,263-89.8% | $4,510-88.1% | $10,133-94.7% |