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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 | $45,856 | $73,863-37.9% | $143,797-68.1% | $68,490-33.0% |
| Participation rate | 47.4% | 66.7%-19.3pp | 80.3%-32.9pp | 67.9%-20.5pp |
| Annual return | -24.11% | 0.91%-25.0pp | -0.04%-24.1pp | -7.85%-16.3pp |
| Employer contribution / active EE | $761 | $3,185-76.1% | $4,952-84.6% | $2,597-70.7% |
| Participant deferral / active EE | $2,109 | $3,385-37.7% | $5,638-62.6% | $4,028-47.6% |
| Admin fee / account holder | $788 | $5,756-86.3% | $14,679-94.6% | $5,403-85.4% |