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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 | $82,831 | $95,915-13.6% | $79,580+4.1% | $134,532-38.4% |
| Participation rate | 52.4% | 75.0%-22.7pp | 69.5%-17.1pp | 81.2%-28.8pp |
| Annual return | -22.17% | -2.71%-19.5pp | 0.15%-22.3pp | 418.27%-440.4pp |
| Employer contribution / active EE | $742 | $3,129-76.3% | $2,413-69.2% | $4,741-84.3% |
| Participant deferral / active EE | $1,424 | $4,693-69.7% | $3,985-64.3% | $6,401-77.8% |
| Admin fee / account holder | $785 | $9,132-91.4% | $6,835-88.5% | $11,429-93.1% |