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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 | $46,109 | $69,274-33.4% | $64,097-28.1% | $139,487-66.9% |
| Participation rate | 28.6% | 75.6%-47.0pp | 72.3%-43.7pp | 80.3%-51.8pp |
| Annual return | -4.53% | 46.00%-50.5pp | 33.75%-38.3pp | 373.84%-378.4pp |
| Employer contribution / active EE | $608 | $3,187-80.9% | $2,750-77.9% | $4,755-87.2% |
| Participant deferral / active EE | $2,292 | $4,685-51.1% | $3,881-41.0% | $6,713-65.9% |
| Admin fee / account holder | $2,000 | $4,247-52.9% | $3,070-34.8% | $11,407-82.5% |