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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 | $32,499 | $77,638-58.1% | $156,552-79.2% | $62,881-48.3% |
| Participation rate | 55.6% | 71.2%-15.6pp | 84.0%-28.5pp | 69.3%-13.7pp |
| Annual return | -0.72% | 50.33%-51.0pp | 32.23%-33.0pp | 20.14%-20.9pp |
| Employer contribution / active EE | $1,388 | $3,444-59.7% | $5,501-74.8% | $2,281-39.1% |
| Participant deferral / active EE | $858 | $3,046-71.8% | $4,871-82.4% | $3,203-73.2% |
| Admin fee / account holder | $1,369 | $5,561-75.4% | $13,028-89.5% | $4,296-68.1% |