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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 | $53,437 | $53,774-0.6% | $134,162-60.2% | $79,856-33.1% |
| Participation rate | 50.8% | 58.8%-8.0pp | 72.2%-21.4pp | 69.6%-18.9pp |
| Annual return | -12.15% | 19.01%-31.2pp | 36.35%-48.5pp | 31.71%-43.9pp |
| Employer contribution / active EE | $860 | $1,322-34.9% | $3,705-76.8% | $2,471-65.2% |
| Participant deferral / active EE | $2,251 | $2,420-7.0% | $3,500-35.7% | $3,741-39.8% |
| Admin fee / account holder | $3,600 | $3,985-9.7% | $6,685-46.1% | $5,306-32.2% |