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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 | $45,088 | $100,811-55.3% | $86,698-48.0% | $134,545-66.5% |
| Participation rate | 46.7% | 79.0%-32.3pp | 76.6%-29.9pp | 81.2%-34.6pp |
| Annual return | -20.26% | 29.11%-49.4pp | 35.96%-56.2pp | 418.37%-438.6pp |
| Employer contribution / active EE | $783 | $3,490-77.6% | $2,837-72.4% | $4,742-83.5% |
| Participant deferral / active EE | $2,111 | $5,339-60.5% | $4,656-54.7% | $6,401-67.0% |
| Admin fee / account holder | $3,747 | $10,926-65.7% | $7,492-50.0% | $11,431-67.2% |