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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 | $74,575 | $92,219-19.1% | $76,768-2.9% | $135,379-44.9% |
| Participation rate | 45.8% | 79.8%-33.9pp | 77.0%-31.1pp | 82.6%-36.8pp |
| Annual return | -12.78% | 5.46%-18.2pp | 2.43%-15.2pp | 519.79%-532.6pp |
| Employer contribution / active EE | $992 | $3,216-69.1% | $2,485-60.1% | $4,779-79.2% |
| Participant deferral / active EE | $2,744 | $4,508-39.1% | $3,852-28.8% | $5,609-51.1% |
| Admin fee / account holder | $1,994 | $10,749-81.4% | $6,675-70.1% | $10,828-81.6% |