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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 | $36,270 | $45,312-20.0% | $86,233-57.9% | $67,986-46.7% |
| Participation rate | 20.3% | 42.4%-22.1pp | 69.0%-48.7pp | 57.2%-36.9pp |
| Annual return | -12.65% | 24.79%-37.4pp | 61.39%-74.0pp | 31.67%-44.3pp |
| Employer contribution / active EE | $766 | $1,160-33.9% | $2,504-69.4% | $2,019-62.0% |
| Participant deferral / active EE | $1,148 | $2,185-47.4% | $4,559-74.8% | $3,358-65.8% |
| Admin fee / account holder | $4,557 | $3,295+38.3% | $8,342-45.4% | $3,203+42.3% |