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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 | $61,431 | $95,188-35.5% | $76,518-19.7% | $135,380-54.6% |
| Participation rate | 46.7% | 74.4%-27.7pp | 68.0%-21.3pp | 82.6%-36.0pp |
| Annual return | -13.10% | 4.85%-18.0pp | -0.27%-12.8pp | 519.81%-532.9pp |
| Employer contribution / active EE | $825 | $3,303-75.0% | $2,647-68.9% | $4,779-82.7% |
| Participant deferral / active EE | $1,905 | $4,640-58.9% | $3,836-50.3% | $5,609-66.0% |
| Admin fee / account holder | $337 | $6,249-94.6% | $4,849-93.0% | $10,828-96.9% |