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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 | $50,134 | $54,355-7.8% | $82,744-39.4% | $68,486-26.8% |
| Participation rate | 60.0% | 63.9%-3.9pp | 72.6%-12.6pp | 67.9%-7.9pp |
| Annual return | -20.38% | -13.67%-6.7pp | 702.22%-722.6pp | -7.85%-12.5pp |
| Employer contribution / active EE | $879 | $2,219-60.4% | $3,008-70.8% | $2,597-66.2% |
| Participant deferral / active EE | $3,091 | $3,246-4.8% | $4,395-29.7% | $4,028-23.3% |
| Admin fee / account holder | $548 | $4,397-87.5% | $5,325-89.7% | $5,404-89.9% |