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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 | $43,052 | $74,535-42.2% | $100,712-57.3% | $82,637-47.9% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.3%-9.3pp | 68.1%-8.1pp |
| Annual return | -34.89% | 18.92%-53.8pp | 33.27%-68.2pp | 53.51%-88.4pp |
| Employer contribution / active EE | $919 | $1,503-38.8% | $2,313-60.3% | $2,552-64.0% |
| Participant deferral / active EE | $1,929 | $3,074-37.2% | $4,085-52.8% | $4,126-53.3% |
| Admin fee / account holder | $23,723 | $6,576+260.8% | $9,256+156.3% | $7,339+223.3% |