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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 | $49,249 | $83,337-40.9% | $67,834-27.4% | $273,972-82.0% |
| Participation rate | 23.1% | 76.4%-53.4pp | 68.8%-45.7pp | 83.0%-59.9pp |
| Annual return | -3.63% | 259.45%-263.1pp | 138.47%-142.1pp | 41.46%-45.1pp |
| Employer contribution / active EE | $731 | $3,287-77.8% | $2,403-69.6% | $4,869-85.0% |
| Participant deferral / active EE | $1,103 | $4,088-73.0% | $3,160-65.1% | $5,287-79.1% |
| Admin fee / account holder | $2,099 | $6,752-68.9% | $4,622-54.6% | $10,133-79.3% |