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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 | $51,347 | $54,355-5.5% | $82,744-37.9% | $68,486-25.0% |
| Participation rate | 38.9% | 63.9%-25.0pp | 72.6%-33.7pp | 67.9%-29.0pp |
| Annual return | -20.51% | -13.67%-6.8pp | 702.22%-722.7pp | -7.85%-12.7pp |
| Employer contribution / active EE | $868 | $2,219-60.9% | $3,008-71.1% | $2,597-66.6% |
| Participant deferral / active EE | $1,040 | $3,246-68.0% | $4,395-76.3% | $4,028-74.2% |
| Admin fee / account holder | $516 | $4,397-88.3% | $5,325-90.3% | $5,404-90.4% |