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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 | $59,221 | $69,012-14.2% | $160,009-63.0% | $68,486-13.5% |
| Participation rate | 56.4% | 65.4%-9.0pp | 78.0%-21.6pp | 67.9%-11.5pp |
| Annual return | -21.92% | -9.65%-12.3pp | 408.85%-430.8pp | -7.85%-14.1pp |
| Employer contribution / active EE | $733 | $2,212-66.9% | $4,225-82.7% | $2,597-71.8% |
| Participant deferral / active EE | $3,712 | $4,212-11.9% | $6,183-40.0% | $4,028-7.8% |
| Admin fee / account holder | $2,120 | $4,798-55.8% | $8,715-75.7% | $5,404-60.8% |