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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 | $42,249 | $72,404-41.6% | $110,241-61.7% | $64,181-34.2% |
| Participation rate | 54.8% | 73.3%-18.6pp | 79.8%-25.1pp | 69.6%-14.8pp |
| Annual return | -9.44% | -6.29%-3.2pp | 314.75%-324.2pp | 7.63%-17.1pp |
| Employer contribution / active EE | $981 | $2,282-57.0% | $3,827-74.4% | $2,381-58.8% |
| Participant deferral / active EE | $2,181 | $3,469-37.1% | $4,672-53.3% | $3,470-37.1% |
| Admin fee / account holder | $1,872 | $5,664-67.0% | $8,548-78.1% | $4,887-61.7% |