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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 | $28,230 | $43,730-35.4% | $121,208-76.7% | $64,181-56.0% |
| Participation rate | 47.2% | 58.3%-11.2pp | 71.8%-24.6pp | 69.6%-22.4pp |
| Annual return | -14.77% | 68.94%-83.7pp | 16.93%-31.7pp | 7.63%-22.4pp |
| Employer contribution / active EE | $266 | $1,297-79.5% | $4,023-93.4% | $2,381-88.8% |
| Participant deferral / active EE | $1,062 | $2,281-53.4% | $3,345-68.2% | $3,470-69.4% |
| Admin fee / account holder | $2,681 | $3,502-23.4% | $5,020-46.6% | $4,887-45.1% |