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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 | $57,444 | $73,839-22.2% | $143,788-60.0% | $68,495-16.1% |
| Participation rate | 22.5% | 66.7%-44.2pp | 80.3%-57.8pp | 67.9%-45.4pp |
| Annual return | -33.31% | 1.01%-34.3pp | -0.03%-33.3pp | -7.84%-25.5pp |
| Employer contribution / active EE | $834 | $3,184-73.8% | $4,952-83.2% | $2,596-67.9% |
| Participant deferral / active EE | $2,549 | $3,384-24.7% | $5,638-54.8% | $4,028-36.7% |
| Admin fee / account holder | $329 | $5,755-94.3% | $14,675-97.8% | $5,403-93.9% |