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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 | $52,650 | $45,283+16.3% | $155,789-66.2% | $52,331+0.6% |
| Participation rate | 38.5% | 62.2%-23.7pp | 76.1%-37.6pp | 68.1%-29.6pp |
| Annual return | -2.67% | 1.80%-4.5pp | 71.54%-74.2pp | 4.54%-7.2pp |
| Employer contribution / active EE | $468 | $1,329-64.8% | $3,839-87.8% | $1,882-75.1% |
| Participant deferral / active EE | $3,162 | $2,854+10.8% | $4,798-34.1% | $3,022+4.6% |
| Admin fee / account holder | $2,331 | $981+137.7% | $7,477-68.8% | $592+294.1% |