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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 | $49,744 | $59,813-16.8% | $79,580-37.5% | $68,486-27.4% |
| Participation rate | 47.1% | 61.1%-14.0pp | 69.5%-22.4pp | 67.9%-20.8pp |
| Annual return | -20.11% | -12.30%-7.8pp | 0.15%-20.3pp | -7.85%-12.3pp |
| Employer contribution / active EE | $493 | $1,505-67.2% | $2,413-79.6% | $2,597-81.0% |
| Participant deferral / active EE | $3,803 | $3,024+25.8% | $3,985-4.6% | $4,028-5.6% |
| Admin fee / account holder | $4,655 | $4,835-3.7% | $6,835-31.9% | $5,404-13.9% |