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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 | $36,294 | $57,350-36.7% | $83,849-56.7% | $64,186-43.5% |
| Participation rate | 41.8% | 68.6%-26.8pp | 76.1%-34.3pp | 69.6%-27.8pp |
| Annual return | -9.73% | 11.38%-21.1pp | 850.91%-860.6pp | 7.63%-17.4pp |
| Employer contribution / active EE | $593 | $2,545-76.7% | $3,631-83.7% | $2,381-75.1% |
| Participant deferral / active EE | $2,749 | $2,993-8.2% | $4,082-32.7% | $3,470-20.8% |
| Admin fee / account holder | $1,638 | $4,046-59.5% | $5,478-70.1% | $4,888-66.5% |