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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 | $51,578 | $158,852-67.5% | $121,220-57.5% | $135,380-61.9% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -11.50% | -0.64%-10.9pp | 16.94%-28.4pp | 519.81%-531.3pp |
| Employer contribution / active EE | $943 | $5,666-83.4% | $4,023-76.6% | $4,779-80.3% |
| Participant deferral / active EE | $3,955 | $4,006-1.3% | $3,345+18.2% | $5,609-29.5% |
| Admin fee / account holder | $400 | $6,515-93.9% | $5,021-92.0% | $10,828-96.3% |