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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 | $65,046 | $95,915-32.2% | $79,580-18.3% | $134,532-51.7% |
| Participation rate | 38.9% | 75.0%-36.2pp | 69.5%-30.6pp | 81.2%-42.3pp |
| Annual return | -21.39% | -2.71%-18.7pp | 0.15%-21.5pp | 418.27%-439.7pp |
| Employer contribution / active EE | $850 | $3,129-72.8% | $2,413-64.8% | $4,741-82.1% |
| Participant deferral / active EE | $3,624 | $4,693-22.8% | $3,985-9.1% | $6,401-43.4% |
| Admin fee / account holder | $601 | $9,132-93.4% | $6,835-91.2% | $11,429-94.7% |