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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 | $43,111 | $92,219-53.3% | $76,766-43.8% | $135,382-68.2% |
| Participation rate | 21.4% | 79.8%-58.3pp | 77.0%-55.5pp | 82.6%-61.2pp |
| Annual return | -10.22% | 5.46%-15.7pp | 2.43%-12.7pp | 519.77%-530.0pp |
| Employer contribution / active EE | $2,089 | $3,216-35.0% | $2,485-15.9% | $4,779-56.3% |
| Participant deferral / active EE | $2,242 | $4,508-50.3% | $3,851-41.8% | $5,609-60.0% |
| Admin fee / account holder | $497 | $10,749-95.4% | $6,675-92.6% | $10,829-95.4% |