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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 | $46,770 | $43,730+7.0% | $121,220-61.4% | $64,173-27.1% |
| Participation rate | 26.3% | 58.3%-32.0pp | 71.8%-45.4pp | 69.6%-43.3pp |
| Annual return | -8.11% | 68.94%-77.0pp | 16.94%-25.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $766 | $1,297-40.9% | $4,023-81.0% | $2,381-67.8% |
| Participant deferral / active EE | $1,389 | $2,281-39.1% | $3,345-58.5% | $3,470-60.0% |
| Admin fee / account holder | $1,781 | $3,502-49.1% | $5,021-64.5% | $4,887-63.6% |