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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 | $52,996 | $93,346-43.2% | $71,796-26.2% | $273,972-80.7% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | -2.13% | 130.39%-132.5pp | 78.04%-80.2pp | 41.46%-43.6pp |
| Employer contribution / active EE | $902 | $2,733-67.0% | $1,924-53.1% | $4,869-81.5% |
| Participant deferral / active EE | $1,057 | $3,475-69.6% | $2,794-62.2% | $5,287-80.0% |
| Admin fee / account holder | $795 | $6,571-87.9% | $4,815-83.5% | $10,133-92.2% |