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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 | $28,905 | $57,352-49.6% | $83,830-65.5% | $64,173-55.0% |
| Participation rate | 47.2% | 68.6%-21.4pp | 76.1%-28.9pp | 69.6%-22.3pp |
| Annual return | -10.56% | 11.38%-21.9pp | 850.97%-861.5pp | 7.63%-18.2pp |
| Employer contribution / active EE | $735 | $2,546-71.1% | $3,631-79.8% | $2,381-69.1% |
| Participant deferral / active EE | $2,740 | $2,993-8.5% | $4,082-32.9% | $3,470-21.0% |
| Admin fee / account holder | $2,715 | $4,046-32.9% | $5,479-50.4% | $4,887-44.5% |