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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 | $46,568 | $77,908-40.2% | $149,696-68.9% | $75,173-38.1% |
| Participation rate | 60.5% | 65.6%-5.1pp | 78.8%-18.2pp | 67.2%-6.7pp |
| Annual return | -6.40% | 31.73%-38.1pp | 134.46%-140.9pp | 160.72%-167.1pp |
| Employer contribution / active EE | $855 | $3,138-72.7% | $4,821-82.3% | $2,671-68.0% |
| Participant deferral / active EE | $1,880 | $3,411-44.9% | $5,682-66.9% | $4,126-54.4% |
| Admin fee / account holder | $1,037 | $5,950-82.6% | $13,212-92.1% | $5,651-81.6% |