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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 | $44,987 | $53,546-16.0% | $69,890-35.6% | $68,490-34.3% |
| Participation rate | 52.8% | 64.5%-11.8pp | 70.5%-17.7pp | 67.9%-15.1pp |
| Annual return | -19.43% | -13.87%-5.6pp | 190.84%-210.3pp | -7.85%-11.6pp |
| Employer contribution / active EE | $532 | $2,019-73.7% | $2,560-79.2% | $2,597-79.5% |
| Participant deferral / active EE | $1,939 | $2,957-34.4% | $3,848-49.6% | $4,028-51.9% |
| Admin fee / account holder | $2,051 | $4,693-56.3% | $6,267-67.3% | $5,403-62.0% |