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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 | $29,212 | $62,672-53.4% | $185,117-84.2% | $70,126-58.3% |
| Participation rate | 46.2% | 63.8%-17.6pp | 77.3%-31.1pp | 69.5%-23.4pp |
| Annual return | -4.56% | 40.79%-45.3pp | 40.50%-45.1pp | 73.15%-77.7pp |
| Employer contribution / active EE | $1,087 | $1,753-38.0% | $4,182-74.0% | $2,343-53.6% |
| Participant deferral / active EE | $1,918 | $3,272-41.4% | $5,045-62.0% | $3,332-42.4% |
| Admin fee / account holder | $22,587 | $3,932+474.5% | $8,159+176.8% | $4,645+386.2% |