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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 | $54,078 | $73,848-26.8% | $143,799-62.4% | $68,486-21.0% |
| Participation rate | 44.1% | 66.7%-22.6pp | 80.3%-36.2pp | 67.9%-23.8pp |
| Annual return | -21.78% | 0.91%-22.7pp | -0.04%-21.7pp | -7.85%-13.9pp |
| Employer contribution / active EE | $440 | $3,184-86.2% | $4,952-91.1% | $2,597-83.1% |
| Participant deferral / active EE | $1,909 | $3,385-43.6% | $5,638-66.1% | $4,028-52.6% |
| Admin fee / account holder | $667 | $5,755-88.4% | $14,677-95.5% | $5,404-87.7% |