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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 | $36,134 | $72,404-50.1% | $110,243-67.2% | $64,173-43.7% |
| Participation rate | 45.2% | 73.3%-28.1pp | 79.8%-34.6pp | 69.6%-24.3pp |
| Annual return | -9.87% | -6.29%-3.6pp | 314.76%-324.6pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,695 | $2,282-25.7% | $3,827-55.7% | $2,381-28.8% |
| Participant deferral / active EE | $4,831 | $3,469+39.3% | $4,672+3.4% | $3,470+39.2% |
| Admin fee / account holder | $333 | $5,664-94.1% | $8,548-96.1% | $4,887-93.2% |