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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 | $47,581 | $77,816-38.9% | $123,552-61.5% | $64,173-25.9% |
| Participation rate | 20.0% | 74.7%-54.7pp | 82.3%-62.3pp | 69.6%-49.6pp |
| Annual return | -11.39% | 12.49%-23.9pp | 119.20%-130.6pp | 7.63%-19.0pp |
| Employer contribution / active EE | $867 | $3,014-71.2% | $4,628-81.3% | $2,381-63.6% |
| Participant deferral / active EE | $2,556 | $5,240-51.2% | $6,426-60.2% | $3,470-26.3% |
| Admin fee / account holder | $510 | $5,519-90.8% | $9,285-94.5% | $4,887-89.6% |