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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 | $39,883 | $49,177-18.9% | $79,476-49.8% | $64,181-37.9% |
| Participation rate | 53.7% | 65.0%-11.4pp | 73.3%-19.7pp | 69.6%-15.9pp |
| Annual return | -8.13% | -1.16%-7.0pp | 718.21%-726.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $686 | $2,076-67.0% | $2,800-75.5% | $2,381-71.2% |
| Participant deferral / active EE | $1,647 | $2,821-41.6% | $3,704-55.5% | $3,470-52.5% |
| Admin fee / account holder | $2,865 | $3,839-25.4% | $5,113-44.0% | $4,887-41.4% |