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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 | $43,736 | $110,379-60.4% | $102,412-57.3% | $145,884-70.0% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | -7.64% | 24.84%-32.5pp | 24.94%-32.6pp | 551.85%-559.5pp |
| Employer contribution / active EE | $1,220 | $4,216-71.1% | $3,870-68.5% | $4,662-73.8% |
| Participant deferral / active EE | $2,859 | $5,622-49.2% | $5,060-43.5% | $6,690-57.3% |
| Admin fee / account holder | $400 | $9,745-95.9% | $8,388-95.2% | $13,392-97.0% |