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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 | $40,476 | $94,031-57.0% | $115,768-65.0% | $82,448-50.9% |
| Participation rate | 66.7% | 70.4%-3.8pp | 74.4%-7.7pp | 68.1%-1.4pp |
| Annual return | -2.19% | 20.61%-22.8pp | 100.46%-102.7pp | 41.64%-43.8pp |
| Employer contribution / active EE | $3,397 | $2,323+46.2% | $2,940+15.6% | $2,551+33.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,150 | $10,249-69.3% | $12,439-74.7% | $7,234-56.5% |