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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 | $52,830 | $67,602-21.9% | $82,312-35.8% | $70,126-24.7% |
| Participation rate | 65.6% | 72.8%-7.1pp | 76.9%-11.3pp | 69.5%-3.9pp |
| Annual return | -16.46% | 21.57%-38.0pp | 25.88%-42.3pp | 73.15%-89.6pp |
| Employer contribution / active EE | $626 | $1,755-64.3% | $2,428-74.2% | $2,343-73.3% |
| Participant deferral / active EE | $3,444 | $2,987+15.3% | $3,706-7.1% | $3,332+3.4% |
| Admin fee / account holder | $2,015 | $4,512-55.3% | $5,608-64.1% | $4,645-56.6% |