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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 | $56,018 | $67,411-16.9% | $91,004-38.4% | $70,124-20.1% |
| Participation rate | 33.8% | 71.4%-37.5pp | 75.6%-41.8pp | 69.5%-35.7pp |
| Annual return | 11.82% | -40.16%+52.0pp | 4.60%+7.2pp | 73.14%-61.3pp |
| Employer contribution / active EE | $447 | $1,786-75.0% | $2,456-81.8% | $2,342-80.9% |
| Participant deferral / active EE | $1,672 | $2,823-40.8% | $3,548-52.9% | $3,332-49.8% |
| Admin fee / account holder | $4,105 | $4,236-3.1% | $5,417-24.2% | $4,645-11.6% |