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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 | $95,917-55.2% | $79,583-46.0% | $134,545-68.0% |
| Participation rate | 36.4% | 75.0%-38.7pp | 69.5%-33.1pp | 81.2%-44.9pp |
| Annual return | -21.21% | -2.70%-18.5pp | 0.16%-21.4pp | 418.37%-439.6pp |
| Employer contribution / active EE | $632 | $3,129-79.8% | $2,414-73.8% | $4,742-86.7% |
| Participant deferral / active EE | $3,009 | $4,694-35.9% | $3,986-24.5% | $6,401-53.0% |
| Admin fee / account holder | $5,892 | $9,132-35.5% | $6,835-13.8% | $11,431-48.5% |