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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 | $53,199 | $92,219-42.3% | $76,768-30.7% | $135,379-60.7% |
| Participation rate | 35.3% | 79.8%-44.5pp | 77.0%-41.7pp | 82.6%-47.3pp |
| Annual return | -10.79% | 5.46%-16.2pp | 2.43%-13.2pp | 519.79%-530.6pp |
| Employer contribution / active EE | $644 | $3,216-80.0% | $2,485-74.1% | $4,779-86.5% |
| Participant deferral / active EE | $2,419 | $4,508-46.3% | $3,852-37.2% | $5,609-56.9% |
| Admin fee / account holder | $1,683 | $10,749-84.3% | $6,675-74.8% | $10,828-84.5% |