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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 | $58,648 | $72,404-19.0% | $110,243-46.8% | $64,173-8.6% |
| Participation rate | 51.7% | 73.3%-21.6pp | 79.8%-28.1pp | 69.6%-17.8pp |
| Annual return | -8.19% | -6.29%-1.9pp | 314.76%-322.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,250 | $2,282-45.2% | $3,827-67.3% | $2,381-47.5% |
| Participant deferral / active EE | $3,358 | $3,469-3.2% | $4,672-28.1% | $3,470-3.2% |
| Admin fee / account holder | $2,759 | $5,664-51.3% | $8,548-67.7% | $4,887-43.5% |