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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 | $97,648-58.5% | $121,663-66.7% | $87,485-53.7% |
| Participation rate | 66.7% | 70.5%-3.8pp | 74.5%-7.8pp | 68.9%-2.3pp |
| Annual return | -2.19% | 18.03%-20.2pp | 147.54%-149.7pp | 26.06%-28.3pp |
| Employer contribution / active EE | $3,397 | $2,300+47.7% | $3,020+12.5% | $2,596+30.9% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,150 | $11,100-71.6% | $14,289-78.0% | $7,775-59.5% |