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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 | $36,833 | $77,638-52.6% | $156,551-76.5% | $62,881-41.4% |
| Participation rate | 50.0% | 71.2%-21.2pp | 84.0%-34.0pp | 69.3%-19.3pp |
| Annual return | -0.79% | 50.33%-51.1pp | 32.23%-33.0pp | 20.14%-20.9pp |
| Employer contribution / active EE | $907 | $3,444-73.7% | $5,501-83.5% | $2,281-60.2% |
| Participant deferral / active EE | $1,475 | $3,046-51.6% | $4,871-69.7% | $3,203-53.9% |
| Admin fee / account holder | $1,308 | $5,561-76.5% | $13,028-90.0% | $4,296-69.6% |