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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 | $36,418 | $43,730-16.7% | $121,208-70.0% | $64,181-43.3% |
| Participation rate | 49.3% | 58.3%-9.1pp | 71.8%-22.5pp | 69.6%-20.3pp |
| Annual return | -8.48% | 68.94%-77.4pp | 16.93%-25.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $406 | $1,297-68.7% | $4,023-89.9% | $2,381-83.0% |
| Participant deferral / active EE | $1,678 | $2,281-26.4% | $3,345-49.9% | $3,470-51.7% |
| Admin fee / account holder | $1,603 | $3,502-54.2% | $5,020-68.1% | $4,887-67.2% |