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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 | $41,624 | $57,352-27.4% | $83,830-50.3% | $64,173-35.1% |
| Participation rate | 46.6% | 68.6%-22.1pp | 76.1%-29.6pp | 69.6%-23.0pp |
| Annual return | -8.95% | 11.38%-20.3pp | 850.97%-859.9pp | 7.63%-16.6pp |
| Employer contribution / active EE | $581 | $2,546-77.2% | $3,631-84.0% | $2,381-75.6% |
| Participant deferral / active EE | $2,513 | $2,993-16.1% | $4,082-38.4% | $3,470-27.6% |
| Admin fee / account holder | $7,015 | $4,046+73.4% | $5,479+28.0% | $4,887+43.5% |