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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 | $35,168 | $57,541-38.9% | $95,728-63.3% | $75,181-53.2% |
| Participation rate | 50.0% | 62.5%-12.5pp | 72.3%-22.3pp | 67.2%-17.2pp |
| Annual return | -7.70% | 34.93%-42.6pp | 28.40%-36.1pp | 160.69%-168.4pp |
| Employer contribution / active EE | $1,251 | $1,808-30.8% | $2,835-55.9% | $2,671-53.2% |
| Participant deferral / active EE | $3,132 | $3,074+1.9% | $4,245-26.2% | $4,126-24.1% |
| Admin fee / account holder | $1,615 | $4,099-60.6% | $5,673-71.5% | $5,650-71.4% |