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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 | $41,677 | $107,806-61.3% | $90,655-54.0% | $135,382-69.2% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -10.83% | -0.90%-9.9pp | 1.89%-12.7pp | 519.77%-530.6pp |
| Employer contribution / active EE | $554 | $3,018-81.7% | $2,532-78.1% | $4,779-88.4% |
| Participant deferral / active EE | $2,208 | $3,872-43.0% | $3,425-35.5% | $5,609-60.6% |
| Admin fee / account holder | $720 | $5,931-87.9% | $4,994-85.6% | $10,829-93.3% |