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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 | $48,000 | $49,177-2.4% | $79,467-39.6% | $64,173-25.2% |
| Participation rate | 43.2% | 65.0%-21.8pp | 73.3%-30.1pp | 69.6%-26.3pp |
| Annual return | -11.48% | -1.16%-10.3pp | 718.30%-729.8pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,030 | $2,076-50.4% | $2,800-63.2% | $2,381-56.8% |
| Participant deferral / active EE | $2,712 | $2,821-3.9% | $3,704-26.8% | $3,470-21.8% |
| Admin fee / account holder | $1,062 | $3,839-72.3% | $5,104-79.2% | $4,887-78.3% |