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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 | $30,702 | $69,012-55.5% | $160,009-80.8% | $68,486-55.2% |
| Participation rate | 44.8% | 65.4%-20.6pp | 78.0%-33.2pp | 67.9%-23.1pp |
| Annual return | -22.52% | -9.65%-12.9pp | 408.85%-431.4pp | -7.85%-14.7pp |
| Employer contribution / active EE | $780 | $2,212-64.7% | $4,225-81.5% | $2,597-70.0% |
| Participant deferral / active EE | $3,561 | $4,212-15.4% | $6,183-42.4% | $4,028-11.6% |
| Admin fee / account holder | $1,214 | $4,798-74.7% | $8,715-86.1% | $5,404-77.5% |