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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 | $43,847 | $59,834-26.7% | $79,576-44.9% | $68,495-36.0% |
| Participation rate | 51.6% | 61.1%-9.5pp | 69.5%-17.9pp | 67.9%-16.3pp |
| Annual return | -50.66% | -12.30%-38.4pp | 0.15%-50.8pp | -7.84%-42.8pp |
| Employer contribution / active EE | $901 | $1,505-40.1% | $2,413-62.7% | $2,596-65.3% |
| Participant deferral / active EE | $2,909 | $3,024-3.8% | $3,985-27.0% | $4,028-27.8% |
| Admin fee / account holder | $2,483 | $4,835-48.6% | $6,834-63.7% | $5,403-54.0% |