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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 | $31,205 | $57,350-45.6% | $83,850-62.8% | $64,181-51.4% |
| Participation rate | 54.5% | 68.6%-14.1pp | 76.1%-21.6pp | 69.6%-15.0pp |
| Annual return | -8.89% | 11.38%-20.3pp | 850.92%-859.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,568 | $2,545-38.4% | $3,631-56.8% | $2,381-34.1% |
| Participant deferral / active EE | $2,443 | $2,993-18.4% | $4,082-40.2% | $3,470-29.6% |
| Admin fee / account holder | $1,667 | $4,046-58.8% | $5,478-69.6% | $4,887-65.9% |