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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 | $52,594 | $211,946-75.2% | $169,452-69.0% | $135,379-61.2% |
| Participation rate | 36.4% | 82.6%-46.3pp | 77.8%-41.4pp | 82.6%-46.3pp |
| Annual return | -11.98% | 3.26%-15.2pp | 1.83%-13.8pp | 519.79%-531.8pp |
| Employer contribution / active EE | $451 | $5,117-91.2% | $4,157-89.2% | $4,779-90.6% |
| Participant deferral / active EE | $1,966 | $6,075-67.6% | $5,277-62.8% | $5,609-65.0% |
| Admin fee / account holder | $530 | $11,472-95.4% | $9,110-94.2% | $10,828-95.1% |