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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 | $34,030 | $43,730-22.2% | $121,208-71.9% | $64,181-47.0% |
| Participation rate | 32.1% | 58.3%-26.3pp | 71.8%-39.7pp | 69.6%-37.5pp |
| Annual return | -9.58% | 68.94%-78.5pp | 16.93%-26.5pp | 7.63%-17.2pp |
| Employer contribution / active EE | $704 | $1,297-45.7% | $4,023-82.5% | $2,381-70.4% |
| Participant deferral / active EE | $1,015 | $2,281-55.5% | $3,345-69.7% | $3,470-70.8% |
| Admin fee / account holder | $757 | $3,502-78.4% | $5,020-84.9% | $4,887-84.5% |