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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 | $47,561 | $43,730+8.8% | $121,208-60.8% | $64,181-25.9% |
| Participation rate | 51.2% | 58.3%-7.1pp | 71.8%-20.5pp | 69.6%-18.3pp |
| Annual return | -9.14% | 68.94%-78.1pp | 16.93%-26.1pp | 7.63%-16.8pp |
| Employer contribution / active EE | $446 | $1,297-65.6% | $4,023-88.9% | $2,381-81.3% |
| Participant deferral / active EE | $2,750 | $2,281+20.6% | $3,345-17.8% | $3,470-20.7% |
| Admin fee / account holder | $8,895 | $3,502+154.0% | $5,020+77.2% | $4,887+82.0% |