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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 | $43,328 | $90,486-52.1% | $78,676-44.9% | $273,972-84.2% |
| Participation rate | 46.7% | 76.5%-29.9pp | 73.6%-26.9pp | 83.0%-36.3pp |
| Annual return | -0.02% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $760 | $3,175-76.1% | $2,850-73.3% | $4,869-84.4% |
| Participant deferral / active EE | $2,015 | $3,901-48.3% | $3,517-42.7% | $5,287-61.9% |
| Admin fee / account holder | $7,854 | $5,263+49.2% | $4,510+74.1% | $10,133-22.5% |