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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 | $52,931 | $81,233-34.8% | $155,567-66.0% | $80,874-34.6% |
| Participation rate | 49.5% | 66.2%-16.8pp | 78.2%-28.7pp | 67.6%-18.2pp |
| Annual return | -7.72% | 33.33%-41.1pp | 64.74%-72.5pp | 35.62%-43.3pp |
| Employer contribution / active EE | $753 | $3,101-75.7% | $4,674-83.9% | $2,756-72.7% |
| Participant deferral / active EE | $4,654 | $3,452+34.8% | $5,628-17.3% | $4,297+8.3% |
| Admin fee / account holder | $7,510 | $7,998-6.1% | $15,916-52.8% | $6,935+8.3% |