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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 | $35,887 | $95,915-62.6% | $79,580-54.9% | $134,532-73.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -20.72% | -2.71%-18.0pp | 0.15%-20.9pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,147 | $3,129-63.3% | $2,413-52.5% | $4,741-75.8% |
| Participant deferral / active EE | $2,254 | $4,693-52.0% | $3,985-43.4% | $6,401-64.8% |
| Admin fee / account holder | $2,198 | $9,132-75.9% | $6,835-67.8% | $11,429-80.8% |