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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 | $46,870 | $50,947-8.0% | $74,551-37.1% | $64,173-27.0% |
| Participation rate | 43.4% | 61.1%-17.6pp | 69.1%-25.7pp | 69.6%-26.1pp |
| Annual return | -10.19% | -1.85%-8.3pp | 32.53%-42.7pp | 7.63%-17.8pp |
| Employer contribution / active EE | $511 | $1,115-54.2% | $1,961-73.9% | $2,381-78.5% |
| Participant deferral / active EE | $2,451 | $2,302+6.5% | $3,108-21.2% | $3,470-29.4% |
| Admin fee / account holder | $12,503 | $4,221+196.2% | $5,059+147.1% | $4,887+155.8% |