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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 | $47,068 | $85,790-45.1% | $67,313-30.1% | $135,379-65.2% |
| Participation rate | 65.0% | 76.5%-11.5pp | 69.1%-4.1pp | 82.6%-17.6pp |
| Annual return | -10.15% | -0.54%-9.6pp | -4.08%-6.1pp | 519.79%-529.9pp |
| Employer contribution / active EE | $723 | $3,487-79.3% | $2,566-71.8% | $4,779-84.9% |
| Participant deferral / active EE | $2,835 | $4,651-39.1% | $3,568-20.6% | $5,609-49.5% |
| Admin fee / account holder | $815 | $6,392-87.3% | $4,507-81.9% | $10,828-92.5% |