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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 | $36,593 | $92,219-60.3% | $76,768-52.3% | $135,379-73.0% |
| Participation rate | 38.5% | 79.8%-41.3pp | 77.0%-38.5pp | 82.6%-44.2pp |
| Annual return | -9.17% | 5.46%-14.6pp | 2.43%-11.6pp | 519.79%-529.0pp |
| Employer contribution / active EE | $771 | $3,216-76.0% | $2,485-69.0% | $4,779-83.9% |
| Participant deferral / active EE | $1,441 | $4,508-68.0% | $3,852-62.6% | $5,609-74.3% |
| Admin fee / account holder | $2,944 | $10,749-72.6% | $6,675-55.9% | $10,828-72.8% |