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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 | $48,164 | $69,012-30.2% | $160,037-69.9% | $68,490-29.7% |
| Participation rate | 47.5% | 65.4%-18.0pp | 78.0%-30.5pp | 67.9%-20.4pp |
| Annual return | -19.89% | -9.65%-10.2pp | 408.95%-428.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $775 | $2,212-65.0% | $4,226-81.7% | $2,597-70.2% |
| Participant deferral / active EE | $3,473 | $4,212-17.5% | $6,184-43.8% | $4,028-13.8% |
| Admin fee / account holder | $7,969 | $4,798+66.1% | $8,716-8.6% | $5,403+47.5% |