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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 | $35,470 | $43,730-18.9% | $121,220-70.7% | $64,173-44.7% |
| Participation rate | 48.3% | 58.3%-10.1pp | 71.8%-23.5pp | 69.6%-21.3pp |
| Annual return | -9.96% | 68.94%-78.9pp | 16.94%-26.9pp | 7.63%-17.6pp |
| Employer contribution / active EE | $896 | $1,297-30.9% | $4,023-77.7% | $2,381-62.4% |
| Participant deferral / active EE | $1,021 | $2,281-55.2% | $3,345-69.5% | $3,470-70.6% |
| Admin fee / account holder | $643 | $3,502-81.7% | $5,021-87.2% | $4,887-86.9% |