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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 | $48,383 | $72,404-33.2% | $110,243-56.1% | $64,173-24.6% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.6%-0.3pp |
| Annual return | -7.72% | -6.29%-1.4pp | 314.76%-322.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $559 | $2,282-75.5% | $3,827-85.4% | $2,381-76.5% |
| Participant deferral / active EE | $2,264 | $3,469-34.7% | $4,672-51.5% | $3,470-34.7% |
| Admin fee / account holder | $4,330 | $5,664-23.6% | $8,548-49.3% | $4,887-11.4% |