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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 | $35,438 | $77,638-54.4% | $156,551-77.4% | $62,881-43.6% |
| Participation rate | 63.8% | 71.2%-7.4pp | 84.0%-20.2pp | 69.3%-5.5pp |
| Annual return | -1.44% | 50.33%-51.8pp | 32.23%-33.7pp | 20.14%-21.6pp |
| Employer contribution / active EE | $1,596 | $3,444-53.7% | $5,501-71.0% | $2,281-30.0% |
| Participant deferral / active EE | $2,804 | $3,046-7.9% | $4,871-42.4% | $3,203-12.5% |
| Admin fee / account holder | $1,378 | $5,561-75.2% | $13,028-89.4% | $4,296-67.9% |