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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 | $46,787 | $75,935-38.4% | $60,547-22.7% | $125,389-62.7% |
| Participation rate | 23.8% | 76.5%-52.7pp | 68.0%-44.2pp | 83.2%-59.4pp |
| Annual return | -3.75% | -5.38%+1.6pp | 335.64%-339.4pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,148 | $3,438-66.6% | $2,419-52.5% | $4,866-76.4% |
| Participant deferral / active EE | $1,874 | $4,506-58.4% | $3,328-43.7% | $5,352-65.0% |
| Admin fee / account holder | $341 | $6,768-95.0% | $4,536-92.5% | $9,541-96.4% |