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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 | $45,144 | $54,355-16.9% | $82,744-45.4% | $68,486-34.1% |
| Participation rate | 15.2% | 63.9%-48.8pp | 72.6%-57.4pp | 67.9%-52.7pp |
| Annual return | -21.07% | -13.67%-7.4pp | 702.22%-723.3pp | -7.85%-13.2pp |
| Employer contribution / active EE | $259 | $2,219-88.3% | $3,008-91.4% | $2,597-90.0% |
| Participant deferral / active EE | $1,511 | $3,246-53.5% | $4,395-65.6% | $4,028-62.5% |
| Admin fee / account holder | $2,323 | $4,397-47.2% | $5,325-56.4% | $5,404-57.0% |