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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 | $34,903 | $72,404-51.8% | $110,243-68.3% | $64,173-45.6% |
| Participation rate | 64.0% | 73.3%-9.3pp | 79.8%-15.8pp | 69.6%-5.6pp |
| Annual return | -8.77% | -6.29%-2.5pp | 314.76%-323.5pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,306 | $2,282+1.1% | $3,827-39.7% | $2,381-3.1% |
| Participant deferral / active EE | $2,888 | $3,469-16.8% | $4,672-38.2% | $3,470-16.8% |
| Admin fee / account holder | $3,661 | $5,664-35.4% | $8,548-57.2% | $4,887-25.1% |