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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 | $43,617 | $73,848-40.9% | $143,799-69.7% | $68,486-36.3% |
| Participation rate | 65.7% | 66.7%-1.0pp | 80.3%-14.6pp | 67.9%-2.2pp |
| Annual return | -23.84% | 0.91%-24.7pp | -0.04%-23.8pp | -7.85%-16.0pp |
| Employer contribution / active EE | $763 | $3,184-76.0% | $4,952-84.6% | $2,597-70.6% |
| Participant deferral / active EE | $2,108 | $3,385-37.7% | $5,638-62.6% | $4,028-47.7% |
| Admin fee / account holder | $460 | $5,755-92.0% | $14,677-96.9% | $5,404-91.5% |