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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 | $47,659 | $100,805-52.7% | $86,698-45.0% | $134,532-64.6% |
| Participation rate | 61.9% | 79.0%-17.0pp | 76.6%-14.7pp | 81.2%-19.3pp |
| Annual return | -27.06% | 29.09%-56.1pp | 35.95%-63.0pp | 418.27%-445.3pp |
| Employer contribution / active EE | $900 | $3,490-74.2% | $2,837-68.3% | $4,741-81.0% |
| Participant deferral / active EE | $1,898 | $5,339-64.4% | $4,656-59.2% | $6,401-70.3% |
| Admin fee / account holder | $3,728 | $10,925-65.9% | $7,493-50.2% | $11,429-67.4% |