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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 | $43,001 | $95,867-55.1% | $79,551-45.9% | $134,493-68.0% |
| Participation rate | 36.4% | 75.0%-38.7pp | 69.5%-33.1pp | 81.2%-44.9pp |
| Annual return | -21.21% | -2.73%-18.5pp | 0.14%-21.4pp | 418.01%-439.2pp |
| Employer contribution / active EE | $632 | $3,128-79.8% | $2,413-73.8% | $4,740-86.7% |
| Participant deferral / active EE | $3,009 | $4,692-35.9% | $3,985-24.5% | $6,400-53.0% |
| Admin fee / account holder | $5,892 | $9,127-35.4% | $6,833-13.8% | $11,425-48.4% |