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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 | $47,584 | $110,248-56.8% | $95,728-50.3% | $139,456-65.9% |
| Participation rate | 41.2% | 75.7%-34.6pp | 72.3%-31.1pp | 80.3%-39.2pp |
| Annual return | -12.56% | 27.16%-39.7pp | 28.40%-41.0pp | 373.45%-386.0pp |
| Employer contribution / active EE | $439 | $3,258-86.5% | $2,835-84.5% | $4,753-90.8% |
| Participant deferral / active EE | $714 | $4,675-84.7% | $4,245-83.2% | $6,711-89.4% |
| Admin fee / account holder | $997 | $6,607-84.9% | $5,673-82.4% | $11,407-91.3% |