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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 | $40,208 | $43,730-8.1% | $121,220-66.8% | $64,173-37.3% |
| Participation rate | 60.5% | 58.3%+2.2pp | 71.8%-11.2pp | 69.6%-9.0pp |
| Annual return | -8.09% | 68.94%-77.0pp | 16.94%-25.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $744 | $1,297-42.6% | $4,023-81.5% | $2,381-68.7% |
| Participant deferral / active EE | $2,191 | $2,281-3.9% | $3,345-34.5% | $3,470-36.9% |
| Admin fee / account holder | $332 | $3,502-90.5% | $5,021-93.4% | $4,887-93.2% |