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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 | $33,018 | $92,219-64.2% | $76,766-57.0% | $135,382-75.6% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -10.01% | 5.46%-15.5pp | 2.43%-12.4pp | 519.77%-529.8pp |
| Employer contribution / active EE | $1,487 | $3,216-53.8% | $2,485-40.2% | $4,779-68.9% |
| Participant deferral / active EE | $2,784 | $4,508-38.2% | $3,851-27.7% | $5,609-50.4% |
| Admin fee / account holder | $5,289 | $10,749-50.8% | $6,675-20.8% | $10,829-51.2% |