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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 | $35,024 | $75,959-53.9% | $154,114-77.3% | $64,181-45.4% |
| Participation rate | 68.6% | 70.4%-1.8pp | 83.0%-14.5pp | 69.6%-1.0pp |
| Annual return | -17.13% | 30.32%-47.5pp | 735.16%-752.3pp | 7.63%-24.8pp |
| Employer contribution / active EE | $1,481 | $3,350-55.8% | $5,298-72.0% | $2,381-37.8% |
| Participant deferral / active EE | $3,189 | $3,175+0.5% | $5,081-37.2% | $3,470-8.1% |
| Admin fee / account holder | $10,160 | $5,589+81.8% | $13,411-24.2% | $4,887+107.9% |