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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 | $47,842 | $97,881-51.1% | $80,004-40.2% | $125,389-61.8% |
| Participation rate | 16.7% | 77.9%-61.2pp | 73.0%-56.3pp | 83.2%-66.5pp |
| Annual return | -4.91% | 9.36%-14.3pp | 7.63%-12.5pp | 282.24%-287.1pp |
| Employer contribution / active EE | $230 | $3,128-92.7% | $2,473-90.7% | $4,866-95.3% |
| Participant deferral / active EE | $1,742 | $3,744-53.5% | $3,204-45.6% | $5,352-67.5% |
| Admin fee / account holder | $860 | $6,278-86.3% | $5,033-82.9% | $9,541-91.0% |