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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 | $35,209 | $48,011-26.7% | $63,803-44.8% | $82,637-57.4% |
| Participation rate | 51.6% | 66.6%-15.0pp | 72.7%-21.1pp | 68.1%-16.4pp |
| Annual return | -5.69% | 19.84%-25.5pp | 543.72%-549.4pp | 53.51%-59.2pp |
| Employer contribution / active EE | $849 | $1,904-55.4% | $2,532-66.5% | $2,552-66.7% |
| Participant deferral / active EE | $2,623 | $2,846-7.8% | $3,843-31.7% | $4,126-36.4% |
| Admin fee / account holder | $8,759 | $3,873+126.1% | $5,196+68.6% | $7,339+19.3% |