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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 | $48,292 | $61,660-21.7% | $80,022-39.7% | $64,173-24.7% |
| Participation rate | 51.7% | 71.7%-20.0pp | 75.8%-24.1pp | 69.6%-17.8pp |
| Annual return | -11.59% | -0.33%-11.3pp | 11.22%-22.8pp | 7.63%-19.2pp |
| Employer contribution / active EE | $1,125 | $1,810-37.9% | $2,468-54.4% | $2,381-52.8% |
| Participant deferral / active EE | $3,967 | $2,968+33.7% | $3,686+7.6% | $3,470+14.3% |
| Admin fee / account holder | $504 | $5,417-90.7% | $6,521-92.3% | $4,887-89.7% |