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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 | $44,216 | $57,352-22.9% | $83,830-47.3% | $64,173-31.1% |
| Participation rate | 48.6% | 68.6%-20.0pp | 76.1%-27.6pp | 69.6%-21.0pp |
| Annual return | -10.80% | 11.38%-22.2pp | 850.97%-861.8pp | 7.63%-18.4pp |
| Employer contribution / active EE | $1,810 | $2,546-28.9% | $3,631-50.1% | $2,381-24.0% |
| Participant deferral / active EE | $3,035 | $2,993+1.4% | $4,082-25.7% | $3,470-12.5% |
| Admin fee / account holder | $380 | $4,046-90.6% | $5,479-93.1% | $4,887-92.2% |