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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 | $47,731 | $64,324-25.8% | $118,946-59.9% | $79,858-40.2% |
| Participation rate | 35.9% | 64.9%-29.0pp | 75.4%-39.5pp | 69.6%-33.7pp |
| Annual return | -2.56% | 86.45%-89.0pp | 35.89%-38.5pp | 31.72%-34.3pp |
| Employer contribution / active EE | $946 | $1,836-48.5% | $3,263-71.0% | $2,471-61.7% |
| Participant deferral / active EE | $1,755 | $2,824-37.8% | $4,266-58.9% | $3,740-53.1% |
| Admin fee / account holder | $26,137 | $4,040+547.0% | $6,581+297.2% | $5,306+392.6% |