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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 | $50,243 | $107,809-53.4% | $90,657-44.6% | $135,380-62.9% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.0%-40.7pp | 82.6%-49.3pp |
| Annual return | -10.93% | -0.90%-10.0pp | 1.89%-12.8pp | 519.81%-530.7pp |
| Employer contribution / active EE | $696 | $3,018-76.9% | $2,532-72.5% | $4,779-85.4% |
| Participant deferral / active EE | $2,113 | $3,872-45.4% | $3,424-38.3% | $5,609-62.3% |
| Admin fee / account holder | $466 | $5,931-92.1% | $4,994-90.7% | $10,828-95.7% |