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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 | $47,523 | $100,811-52.9% | $86,698-45.2% | $134,545-64.7% |
| Participation rate | 45.8% | 79.0%-33.1pp | 76.6%-30.8pp | 81.2%-35.4pp |
| Annual return | -24.40% | 29.11%-53.5pp | 35.96%-60.4pp | 418.37%-442.8pp |
| Employer contribution / active EE | $790 | $3,490-77.4% | $2,837-72.2% | $4,742-83.3% |
| Participant deferral / active EE | $2,030 | $5,339-62.0% | $4,656-56.4% | $6,401-68.3% |
| Admin fee / account holder | $1,174 | $10,926-89.3% | $7,492-84.3% | $11,431-89.7% |