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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 | $43,450 | $48,235-9.9% | $68,803-36.8% | $68,490-36.6% |
| Participation rate | 51.9% | 60.7%-8.8pp | 69.0%-17.1pp | 67.9%-16.0pp |
| Annual return | -23.22% | -12.70%-10.5pp | -6.37%-16.9pp | -7.85%-15.4pp |
| Employer contribution / active EE | $390 | $1,829-78.7% | $2,656-85.3% | $2,597-85.0% |
| Participant deferral / active EE | $3,002 | $2,867+4.7% | $3,942-23.8% | $4,028-25.5% |
| Admin fee / account holder | $1,754 | $4,361-59.8% | $4,936-64.5% | $5,403-67.5% |