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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 | $37,045 | $75,935-51.2% | $60,547-38.8% | $125,389-70.5% |
| Participation rate | 13.0% | 76.5%-63.5pp | 68.0%-54.9pp | 83.2%-70.1pp |
| Annual return | -4.68% | -5.38%+0.7pp | 335.64%-340.3pp | 282.24%-286.9pp |
| Employer contribution / active EE | $1,798 | $3,438-47.7% | $2,419-25.7% | $4,866-63.1% |
| Participant deferral / active EE | $2,406 | $4,506-46.6% | $3,328-27.7% | $5,352-55.0% |
| Admin fee / account holder | $5,920 | $6,768-12.5% | $4,536+30.5% | $9,541-38.0% |