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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 | $34,156 | $75,962-55.0% | $154,108-77.8% | $64,173-46.8% |
| Participation rate | 68.0% | 70.4%-2.4pp | 83.0%-15.0pp | 69.6%-1.6pp |
| Annual return | -10.47% | 30.32%-40.8pp | 735.21%-745.7pp | 7.63%-18.1pp |
| Employer contribution / active EE | $1,142 | $3,350-65.9% | $5,298-78.5% | $2,381-52.1% |
| Participant deferral / active EE | $3,620 | $3,175+14.0% | $5,081-28.8% | $3,470+4.3% |
| Admin fee / account holder | $332 | $5,589-94.1% | $13,411-97.5% | $4,887-93.2% |