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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 | $53,605 | $58,828-8.9% | $78,002-31.3% | $62,881-14.8% |
| Participation rate | 62.5% | 71.1%-8.6pp | 75.5%-13.0pp | 69.3%-6.8pp |
| Annual return | -5.01% | 17.16%-22.2pp | 425.99%-431.0pp | 20.14%-25.2pp |
| Employer contribution / active EE | $502 | $1,672-70.0% | $2,470-79.7% | $2,281-78.0% |
| Participant deferral / active EE | $2,058 | $2,686-23.4% | $3,497-41.2% | $3,203-35.8% |
| Admin fee / account holder | $768 | $4,393-82.5% | $5,481-86.0% | $4,296-82.1% |