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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 | $37,687 | $54,320-30.6% | $67,652-44.3% | $52,331-28.0% |
| Participation rate | 59.0% | 73.6%-14.6pp | 75.7%-16.7pp | 68.1%-9.1pp |
| Annual return | -3.47% | 6.81%-10.3pp | 6625.40%-6628.9pp | 4.54%-8.0pp |
| Employer contribution / active EE | $1,231 | $1,544-20.3% | $2,266-45.7% | $1,882-34.6% |
| Participant deferral / active EE | $2,169 | $2,950-26.5% | $3,560-39.1% | $3,022-28.2% |
| Admin fee / account holder | $807 | $527+53.3% | $4,821-83.3% | $592+36.5% |