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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 | $37,774 | $73,848-48.8% | $143,799-73.7% | $68,486-44.8% |
| Participation rate | 46.5% | 66.7%-20.1pp | 80.3%-33.8pp | 67.9%-21.4pp |
| Annual return | -19.93% | 0.91%-20.8pp | -0.04%-19.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $499 | $3,184-84.3% | $4,952-89.9% | $2,597-80.8% |
| Participant deferral / active EE | $1,665 | $3,385-50.8% | $5,638-70.5% | $4,028-58.7% |
| Admin fee / account holder | $1,205 | $5,755-79.1% | $14,677-91.8% | $5,404-77.7% |