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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 | $43,892 | $95,915-54.2% | $79,580-44.8% | $134,532-67.4% |
| Participation rate | 31.6% | 75.0%-43.5pp | 69.5%-37.9pp | 81.2%-49.7pp |
| Annual return | -22.40% | -2.71%-19.7pp | 0.15%-22.6pp | 418.27%-440.7pp |
| Employer contribution / active EE | $563 | $3,129-82.0% | $2,413-76.7% | $4,741-88.1% |
| Participant deferral / active EE | $1,681 | $4,693-64.2% | $3,985-57.8% | $6,401-73.7% |
| Admin fee / account holder | $4,645 | $9,132-49.1% | $6,835-32.0% | $11,429-59.4% |