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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 | $52,781 | $69,012-23.5% | $160,009-67.0% | $68,486-22.9% |
| Participation rate | 37.3% | 65.4%-28.2pp | 78.0%-40.7pp | 67.9%-30.6pp |
| Annual return | -19.51% | -9.65%-9.9pp | 408.85%-428.4pp | -7.85%-11.7pp |
| Employer contribution / active EE | $873 | $2,212-60.5% | $4,225-79.3% | $2,597-66.4% |
| Participant deferral / active EE | $2,115 | $4,212-49.8% | $6,183-65.8% | $4,028-47.5% |
| Admin fee / account holder | $559 | $4,798-88.4% | $8,715-93.6% | $5,404-89.7% |