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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 | $45,493 | $158,827-71.4% | $121,208-62.5% | $135,382-66.4% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -9.61% | -0.64%-9.0pp | 16.93%-26.5pp | 519.77%-529.4pp |
| Employer contribution / active EE | $687 | $5,666-87.9% | $4,023-82.9% | $4,779-85.6% |
| Participant deferral / active EE | $2,000 | $4,006-50.1% | $3,345-40.2% | $5,609-64.3% |
| Admin fee / account holder | $6,760 | $6,514+3.8% | $5,020+34.6% | $10,829-37.6% |